S
SJM icon

Seeyond’s J.M. Smucker SJM Stock Holding History

Seeyond’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
2022
Q4 		$2.8M Sell
17,667
-1,145
-6% -$171K 0.27% 114
2022
Q3 		$2.58M Buy
18,812
+4,485
+31% +$611K 0.31% 85
2022
Q2 		$1.83M Sell
14,327
-3,682
-20% -$491K 0.21% 147
2022
Q1 		$2.44M Sell
18,009
-6,730
-27% -$917K 0.24% 116
2021
Q4 		$3.36M Hold
24,739
– – 0.31% 68
2021
Q3 		$2.97M Sell
24,739
-1,923
-7% -$244K 0.29% 82
2021
Q2 		$3.45M Sell
26,662
-14
-0.1% -$1.86K 0.32% 61
2021
Q1 		$3.38M Buy
26,676
+75
+0.3% +$8.85K 0.34% 48
2020
Q4 		$3.08M Sell
26,601
-5,760
-18% -$670K 0.32% 55
2020
Q3 		$3.74M Buy
32,361
+6,777
+26% +$755K 0.41% 39
2020
Q2 		$2.71M Sell
25,584
-33,535
-57% -$3.77M 0.31% 59
2020
Q1 		$1.65M Buy
59,119
+34,616
+141% +$3.7M 0.23% 110
2019
Q4 		$2.55M Hold
24,503
– – 0.27% 97
2019
Q3 		$2.7M Sell
24,503
-669
-3% -$74.6K 0.28% 80
2019
Q2 		$2.9M Sell
25,172
-6,801
-21% -$830K 0.3% 63
2019
Q1 		$3.73M Buy
31,973
+4,824
+18% +$504K 0.35% 55
2018
Q4 		$2.54M Buy
+27,149
New +$2.83M 0.35% 59

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Seeyond's SJM Position: Q4 2022 in Review

Seeyond reduced its J.M. Smucker (SJM) stake by 6.1% in Q4 2022, selling an estimated $171K and leaving 17,667 shares worth $2.8M. The position accounts for 0.27% of the portfolio, ranked #114.

Seeyond first reported a position in SJM in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.74M in Q3 2020. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Seeyond held 17,667 shares of J.M. Smucker worth $2.8M as of Q4 2022.
  • Seeyond sold 1,145 J.M. Smucker shares in Q4 2022, an estimated $171K.
  • J.M. Smucker made up 0.27% of Seeyond's portfolio in Q4 2022, its #114 holding.
  • Seeyond first reported a position in J.M. Smucker in Q4 2018 and has held it in 17 quarters since.
  • Seeyond's J.M. Smucker position peaked at $3.74M in Q3 2020.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.