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Redwood Investment Management’s J.M. Smucker SJM Stock Holding History

Redwood Investment 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
Q4 		– Sell
-13,262
Closed -$1.63M – 388
2023
Q3 		$1.63M Buy
13,262
+2,052
+18% +$291K 0.14% 164
2023
Q2 		$1.66M Buy
+11,210
New +$1.71M 0.17% 158

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Redwood Investment Management's SJM Position: Q4 2023 in Review

Redwood Investment Management sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 13,262 shares — an estimated $1.63M sold.

Redwood Investment Management first reported a position in SJM in Q2 2023 and held it in 2 quarters. The position peaked at $1.66M in Q2 2023. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Redwood Investment Management reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Redwood Investment Management sold 13,262 J.M. Smucker shares in Q4 2023, an estimated $1.63M.
  • Redwood Investment Management first reported a position in J.M. Smucker in Q2 2023 and held it in 2 quarters.
  • Redwood Investment Management's J.M. Smucker position peaked at $1.66M in Q2 2023.
  • 899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Redwood Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.