PFO
SJM icon

Pathstone Family Office’s J.M. Smucker SJM Stock Holding History

Pathstone Family Office’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.41M Buy
11,445
+2,244
+24% +$319K 0.01% 577
2023
Q2 		$1.35M Buy
9,201
+198
+2% +$30.2K 0.02% 395
2023
Q1 		$1.43M Sell
9,003
-18,605
-67% -$2.83M 0.02% 356
2022
Q4 		$3.77M Sell
27,608
-102
-0.4% -$15.2K 0.03% 334
2022
Q3 		$3.81M Buy
27,710
+19,137
+223% +$2.61M 0.03% 277
2022
Q2 		$1.1M Buy
8,573
+3,262
+61% +$435K 0.02% 321
2022
Q1 		$719K Sell
5,311
-279
-5% -$38K 0.02% 420
2021
Q4 		$759K Buy
5,590
+191
+4% +$24.4K 0.02% 406
2021
Q3 		$647K Buy
5,399
+2,041
+61% +$259K 0.02% 423
2021
Q2 		$435K Buy
+3,358
New +$446K 0.01% 517
2021
Q1 		– Sell
-846
Closed -$98K – 1244
2020
Q4 		$98K Buy
846
+842
+21,050% +$97.9K ﹤0.01% 394
2020
Q3 		$0 Hold
4
– – ﹤0.01% 973
2020
Q2 		$0 Hold
4
– – ﹤0.01% 938
2020
Q1 		$0 Buy
+4
New +$428 ﹤0.01% 822
2019
Q4 		– Sell
-4
Closed – – 594
2019
Q3 		$0 Hold
4
– – ﹤0.01% 698
2019
Q2 		$0 Hold
4
– – ﹤0.01% 863
2019
Q1 		$0 Buy
+4
New +$418 ﹤0.01% 941
2018
Q2 		– Sell
-129
Closed -$16K – 302
2018
Q1 		$16K Buy
+129
New +$16.1K 0.01% 180
2014
Q4 		– Sell
-40
Closed -$4K – 238
2014
Q3 		$4K Buy
+40
New +$4.1K 0.01% 271

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pathstone Family Office's SJM Position: Q3 2023 in Review

Pathstone Family Office increased its J.M. Smucker (SJM) stake by 24% in Q3 2023, buying an estimated $319K and bringing the position to 11,445 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #577.

Pathstone Family Office first reported a position in SJM in Q3 2014 and has held it in 19 quarters since. The position peaked at $3.81M in Q3 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Pathstone Family Office held 11,445 shares of J.M. Smucker worth $1.41M as of Q3 2023.
  • Pathstone Family Office bought 2,244 J.M. Smucker shares in Q3 2023, an estimated $319K.
  • J.M. Smucker made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #577 holding.
  • Pathstone Family Office first reported a position in J.M. Smucker in Q3 2014 and has held it in 19 quarters since.
  • Pathstone Family Office's J.M. Smucker position peaked at $3.81M in Q3 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.