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Schubert & Co’s J.M. Smucker SJM Stock Holding History

Schubert & Co’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
Q2 		– Sell
-65
Closed -$10.2K – 1269
2023
Q1 		$10.2K Sell
65
-2
-3% -$304 0.01% 219
2022
Q4 		$10.6K Buy
67
+7
+12% +$1.04K 0.01% 212
2022
Q3 		$8K Buy
60
+18
+43% +$2.45K 0.01% 247
2022
Q2 		$5K Buy
42
+21
+100% +$2.8K ﹤0.01% 383
2022
Q1 		$3K Buy
21
+4
+24% +$545 ﹤0.01% 310
2021
Q4 		$2K Buy
+17
New +$2.17K ﹤0.01% 439

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schubert & Co's SJM Position: Q2 2023 in Review

Schubert & Co sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 65 shares — an estimated $10.2K sold.

Schubert & Co first reported a position in SJM in Q4 2021 and held it in 6 quarters. The position peaked at $10.6K in Q4 2022. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Schubert & Co reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 65 J.M. Smucker shares in Q2 2023, an estimated $10.2K.
  • Schubert & Co first reported a position in J.M. Smucker in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's J.M. Smucker position peaked at $10.6K in Q4 2022.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.