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Seven Eight Capital’s J.M. Smucker SJM Stock Holding History

Seven Eight Capital’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
Q3 		– Sell
-2,534
Closed -$276K – 930
2024
Q2 		$276K Buy
+2,534
New +$287K 0.03% 615
2021
Q3 		– Sell
-2,200
Closed -$285K – 709
2021
Q2 		$285K Buy
+2,200
New +$292K 0.04% 504
2020
Q4 		– Sell
-14,800
Closed -$1.71M – 604
2020
Q3 		$1.71M Buy
+14,800
New +$1.65M 0.37% 60
2020
Q2 		– Sell
-3,800
Closed -$422K – 531
2020
Q1 		$422K Buy
+3,800
New +$406K 0.11% 246
2019
Q3 		– Sell
-66,535
Closed -$7.66M – 711
2019
Q2 		$7.66M Buy
66,535
+34,200
+106% +$4.18M 0.4% 67
2019
Q1 		$3.77M Buy
32,335
+25,800
+395% +$2.7M 0.2% 157
2018
Q4 		$611K Buy
+6,535
New +$682K 0.03% 409
2017
Q3 		– Sell
-9,800
Closed -$1.16M – 593
2017
Q2 		$1.16M Buy
9,800
+5,100
+109% +$644K 0.17% 189
2017
Q1 		$616K Buy
+4,700
New +$639K 0.12% 242
2016
Q2 		– Sell
-1,600
Closed -$208K – 655
2016
Q1 		$208K Sell
1,600
-5,100
-76% -$643K 0.09% 295
2015
Q4 		$826K Buy
6,700
+4,300
+179% +$513K 0.56% 37
2015
Q3 		$274K Sell
2,400
-500
-17% -$55.8K 0.24% 144
2015
Q2 		$314K Buy
+2,900
New +$336K 0.37% 88
2015
Q1 		– Sell
-100
Closed -$10K – 649
2014
Q4 		$10K Buy
+100
New +$10.1K 0.02% 394
2014
Q3 		– Sell
-2,000
Closed -$213K – 659
2014
Q2 		$213K Sell
2,000
-2,000
-50% -$201K 0.21% 159
2014
Q1 		$389K Buy
+4,000
New +$389K 0.34% 103

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Seven Eight Capital's SJM Position: Q3 2024 in Review

Seven Eight Capital sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2,534 shares — an estimated $276K sold.

Seven Eight Capital first reported a position in SJM in Q1 2014 and held it in 16 quarters. The position peaked at $7.66M in Q2 2019. 843 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Seven Eight Capital reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Seven Eight Capital sold 2,534 J.M. Smucker shares in Q3 2024, an estimated $276K.
  • Seven Eight Capital first reported a position in J.M. Smucker in Q1 2014 and held it in 16 quarters.
  • Seven Eight Capital's J.M. Smucker position peaked at $7.66M in Q2 2019.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Seven Eight Capital's 13F filing for Q3 2024, filed 12 Nov 2024.