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Sawyer & Company’s J.M. Smucker SJM Stock Holding History

Sawyer & Company’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
-373
Closed -$47K – 182
2023
Q4 		$47K Hold
373
– – 0.02% 125
2023
Q3 		$46K Hold
373
– – 0.02% 123
2023
Q2 		$55K Hold
373
– – 0.03% 122
2023
Q1 		$58K Sell
373
-75
-17% -$11.4K 0.03% 124
2022
Q4 		$71K Sell
448
-50
-10% -$7.45K 0.03% 119
2022
Q3 		$68K Sell
498
-50
-9% -$6.81K 0.04% 119
2022
Q2 		$70K Hold
548
– – 0.04% 121
2022
Q1 		$74K Sell
548
-50
-8% -$6.82K 0.03% 125
2021
Q4 		$81K Hold
598
– – 0.04% 124
2021
Q3 		$72K Sell
598
-199
-25% -$25.3K 0.03% 123
2021
Q2 		$103K Sell
797
-40
-5% -$5.31K 0.05% 113
2021
Q1 		$106K Sell
837
-50
-6% -$5.9K 0.05% 109
2020
Q4 		$103K Sell
887
-315
-26% -$36.6K 0.05% 110
2020
Q3 		$139K Sell
1,202
-1,997
-62% -$223K 0.08% 103
2020
Q2 		$338K Sell
3,199
-1,609
-33% -$181K 0.21% 85
2020
Q1 		$534K Sell
4,808
-40
-0.8% -$4.28K 0.43% 59
2019
Q4 		$505K Sell
4,848
-100
-2% -$10.6K 0.33% 74
2019
Q3 		$544K Sell
4,948
-225
-4% -$25.1K 0.39% 66
2019
Q2 		$596K Sell
5,173
-350
-6% -$42.7K 0.4% 72
2019
Q1 		$643K Hold
5,523
– – 0.42% 70
2018
Q4 		$516K Buy
5,523
+100
+2% +$10.4K 0.38% 71
2018
Q3 		$556K Sell
5,423
-705
-12% -$77K 0.34% 78
2018
Q2 		$659K Hold
6,128
– – 0.43% 70
2018
Q1 		$760K Sell
6,128
-150
-2% -$18.7K 0.51% 63
2017
Q4 		$780K Buy
+6,278
New +$698K 0.51% 64

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sawyer & Company's SJM Position: Q1 2024 in Review

Sawyer & Company sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 373 shares — an estimated $47K sold.

Sawyer & Company first reported a position in SJM in Q4 2017 and held it in 25 quarters. The position peaked at $780K in Q4 2017. 884 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Sawyer & Company reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Sawyer & Company sold 373 J.M. Smucker shares in Q1 2024, an estimated $47K.
  • Sawyer & Company first reported a position in J.M. Smucker in Q4 2017 and held it in 25 quarters.
  • Sawyer & Company's J.M. Smucker position peaked at $780K in Q4 2017.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Sawyer & Company's 13F filing for Q1 2024, filed 16 Apr 2024.