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Private Capital Group’s J.M. Smucker SJM Stock Holding History

Private Capital Group’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
2022
Q2 		$61K Buy
477
+1
+0.2% +$133 0.05% 415
2022
Q1 		$65K Buy
476
+66
+16% +$9K 0.01% 549
2021
Q4 		$56K Buy
410
+24
+6% +$3.06K 0.01% 633
2021
Q3 		$46K Buy
386
+132
+52% +$16.8K 0.01% 722
2021
Q2 		$33K Buy
254
+16
+7% +$2.13K 0.01% 841
2021
Q1 		$30K Buy
238
+8
+3% +$944 0.01% 854
2020
Q4 		$27K Buy
+230
New +$26.7K 0.01% 1058
2019
Q4 		– Sell
-94
Closed -$10K – 2164
2019
Q3 		$10K Buy
+94
New +$10.5K ﹤0.01% 1476
2019
Q2 		– Sell
-634
Closed -$74K – 2400
2019
Q1 		$74K Buy
634
+104
+20% +$10.9K 0.01% 596
2018
Q4 		$50K Buy
+530
New +$55.3K 0.01% 662
2018
Q2 		– Sell
-12
Closed -$1K – 2239
2018
Q1 		$1K Sell
12
-56
-82% -$6.99K ﹤0.01% 2013
2017
Q4 		$8 Buy
+68
New +$7.56K ﹤0.01% 1467

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 $3.37T AUM 44.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Private Capital Group's SJM Position: Q2 2022 in Review

Private Capital Group increased its J.M. Smucker (SJM) stake by 0.21% in Q2 2022, buying an estimated $133 and bringing the position to 477 shares worth $61K. The position accounts for 0.05% of the portfolio, ranked #415.

Private Capital Group first reported a position in SJM in Q4 2017 and has held it in 12 quarters since. The position peaked at $74K in Q1 2019. 862 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

  • Private Capital Group held 477 shares of J.M. Smucker worth $61K as of Q2 2022.
  • Private Capital Group bought 1 J.M. Smucker share in Q2 2022, an estimated $133.
  • J.M. Smucker made up 0.05% of Private Capital Group's portfolio in Q2 2022, its #415 holding.
  • Private Capital Group first reported a position in J.M. Smucker in Q4 2017 and has held it in 12 quarters since.
  • Private Capital Group's J.M. Smucker position peaked at $74K in Q1 2019.
  • 862 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.