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Sabal Trust’s J.M. Smucker SJM Stock Holding History

Sabal Trust’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
Q2 		– Sell
-2,170
Closed -$273K – 227
2024
Q1 		$273K Sell
2,170
-2,510
-54% -$318K 0.02% 192
2023
Q4 		$591K Sell
4,680
-166,049
-97% -$19.2M 0.04% 146
2023
Q3 		$21M Sell
170,729
-1,007
-0.6% -$143K 1.4% 34
2023
Q2 		$25.4M Sell
171,736
-1,185
-0.7% -$181K 1.61% 32
2023
Q1 		$27.2M Buy
172,921
+517
+0.3% +$78.5K 1.9% 28
2022
Q4 		$27.3M Sell
172,404
-851
-0.5% -$127K 1.86% 29
2022
Q3 		$23.8M Buy
173,255
+2,067
+1% +$282K 1.8% 30
2022
Q2 		$21.9M Buy
171,188
+4,222
+3% +$563K 1.57% 38
2022
Q1 		$22.6M Buy
166,966
+2,533
+2% +$345K 1.56% 39
2021
Q4 		$22.3M Buy
164,433
+4,663
+3% +$595K 1.42% 40
2021
Q3 		$19.2M Buy
159,770
+6,300
+4% +$801K 1.37% 41
2021
Q2 		$19.9M Buy
153,470
+2,562
+2% +$340K 1.43% 42
2021
Q1 		$19.1M Buy
150,908
+7,223
+5% +$853K 1.42% 40
2020
Q4 		$16.6M Buy
143,685
+9,391
+7% +$1.09M 1.34% 42
2020
Q3 		$15.5M Buy
134,294
+7,242
+6% +$807K 1.35% 37
2020
Q2 		$13.4M Buy
+127,052
New +$14.3M 1.26% 41

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sabal Trust's SJM Position: Q2 2024 in Review

Sabal Trust sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 2,170 shares — an estimated $273K sold.

Sabal Trust first reported a position in SJM in Q2 2020 and held it in 16 quarters. The position peaked at $27.3M in Q4 2022. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Sabal Trust reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Sabal Trust sold 2,170 J.M. Smucker shares in Q2 2024, an estimated $273K.
  • Sabal Trust first reported a position in J.M. Smucker in Q2 2020 and held it in 16 quarters.
  • Sabal Trust's J.M. Smucker position peaked at $27.3M in Q4 2022.
  • 852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Sabal Trust's 13F filing for Q2 2024, filed 31 Jul 2024.