Psagot Value Holdings’s J.M. Smucker SJM Stock Holding History

Psagot Value Holdings’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
2024 Q1	–	Sell	-600	Closed	-$75K	–	465
2023 Q4	$75K	Buy	600 +590	+5,900%	+$68.4K	0.03%	212
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	497
2023 Q2	$1K	Buy	+10	New	+$1.52K	﹤0.01%	522

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Psagot Value Holdings's SJM Position: Q1 2024 in Review

Psagot Value Holdings sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 600 shares — an estimated $75K sold.

Psagot Value Holdings first reported a position in SJM in Q2 2023 and held it in 3 quarters. The position peaked at $75K in Q4 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Psagot Value Holdings reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 600 J.M. Smucker shares in Q1 2024, an estimated $75K.
Psagot Value Holdings first reported a position in J.M. Smucker in Q2 2023 and held it in 3 quarters.
Psagot Value Holdings's J.M. Smucker position peaked at $75K in Q4 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.