Pointe Capital Management’s J.M. Smucker SJM Stock Holding History

Pointe Capital 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 Q2	–	Sell	-300	Closed	-$47.2K	–	346
2023 Q1	$47.2K	Buy	+300	New	+$45.6K	0.03%	235

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pointe Capital Management's SJM Position: Q2 2023 in Review

Pointe Capital Management sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 300 shares — an estimated $47.2K sold.

Pointe Capital Management first reported a position in SJM in Q1 2023 and held it in 1 quarter. The position peaked at $47.2K in Q1 2023. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

Pointe Capital Management reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
Pointe Capital Management sold 300 J.M. Smucker shares in Q2 2023, an estimated $47.2K.
Pointe Capital Management first reported a position in J.M. Smucker in Q1 2023 and held it in 1 quarter.
Pointe Capital Management's J.M. Smucker position peaked at $47.2K in Q1 2023.
922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.