SevenBridge Financial Group’s J.M. Smucker SJM Stock Holding History

SevenBridge Financial Group’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	-1,602	Closed	-$202K	–	205
2023 Q4	$202K	Buy	+1,602	New	+$186K	0.05%	183
2023 Q3	–	Sell	-1,602	Closed	-$237K	–	190
2023 Q2	$237K	Sell	1,602 -20	-1%	-$3.05K	0.06%	162
2023 Q1	$255K	Hold	1,622	–	–	0.07%	159
2022 Q4	$257K	Hold	1,622	–	–	0.08%	158
2022 Q3	$223K	Buy	+1,622	New	+$221K	0.08%	159
2019 Q3	–	Sell	-1,178	Closed	-$136K	–	500
2019 Q2	$136K	Hold	1,178	–	–	0.05%	181
2019 Q1	$137K	Hold	1,178	–	–	0.05%	165
2018 Q4	$110K	Hold	1,178	–	–	0.07%	154
2018 Q3	$121K	Hold	1,178	–	–	0.06%	159
2018 Q2	$127K	Hold	1,178	–	–	0.07%	163
2018 Q1	$146K	Hold	1,178	–	–	0.08%	154
2017 Q4	$146K	Sell	1,178 -210	-15%	-$23.3K	0.08%	157
2017 Q3	$146K	Hold	1,388	–	–	0.08%	158
2017 Q2	$164K	Sell	1,388 -107	-7%	-$13.5K	0.1%	144
2017 Q1	$193K	Hold	1,495	–	–	0.13%	133
2016 Q4	$200K	Hold	1,495	–	–	0.15%	129
2016 Q3	$200K	Sell	1,495 -1,124	-43%	-$165K	0.15%	129
2016 Q2	$399K	Buy	+2,619	New	+$348K	0.28%	92

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SevenBridge Financial Group's SJM Position: Q1 2024 in Review

SevenBridge Financial Group sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 1,602 shares — an estimated $202K sold.

SevenBridge Financial Group first reported a position in SJM in Q2 2016 and held it in 18 quarters. The position peaked at $399K in Q2 2016. 884 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

SevenBridge Financial Group reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
SevenBridge Financial Group sold 1,602 J.M. Smucker shares in Q1 2024, an estimated $202K.
SevenBridge Financial Group first reported a position in J.M. Smucker in Q2 2016 and held it in 18 quarters.
SevenBridge Financial Group's J.M. Smucker position peaked at $399K in Q2 2016.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on SevenBridge Financial Group's 13F filing for Q1 2024, filed 10 May 2024.