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Peak Asset Management’s J.M. Smucker SJM Stock Holding History

Peak Asset Management’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 		– Sell
-1,369
Closed -$202K – 142
2023
Q2 		$202K Hold
1,369
– – 0.05% 133
2023
Q1 		$215K Hold
1,369
– – 0.05% 136
2022
Q4 		$217K Sell
1,369
-131
-9% -$19.5K 0.06% 132
2022
Q3 		$206K Buy
+1,500
New +$204K 0.06% 129

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Peak Asset Management's SJM Position: Q3 2023 in Review

Peak Asset Management sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,369 shares — an estimated $202K sold.

Peak Asset Management first reported a position in SJM in Q3 2022 and held it in 4 quarters. The position peaked at $217K in Q4 2022. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Peak Asset Management reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Peak Asset Management sold 1,369 J.M. Smucker shares in Q3 2023, an estimated $202K.
  • Peak Asset Management first reported a position in J.M. Smucker in Q3 2022 and held it in 4 quarters.
  • Peak Asset Management's J.M. Smucker position peaked at $217K in Q4 2022.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Peak Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.