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Simplicity Solutions’s J.M. Smucker SJM Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-1,670
Closed -$247K – 1075
2023
Q2 		$247K Sell
1,670
-166
-9% -$25.3K 0.01% 898
2023
Q1 		$289K Sell
1,836
-1,508
-45% -$229K 0.01% 867
2022
Q4 		$530K Buy
3,344
+332
+11% +$49.5K 0.07% 328
2022
Q3 		$414K Buy
3,012
+72
+2% +$9.81K 0.06% 359
2022
Q2 		$376K Buy
2,940
+523
+22% +$69.7K 0.05% 376
2022
Q1 		$327K Sell
2,417
-1,631
-40% -$222K 0.04% 420
2021
Q4 		$550K Buy
4,048
+2,258
+126% +$288K 0.06% 358
2021
Q3 		$215K Sell
1,790
-1,070
-37% -$136K 0.03% 540
2021
Q2 		$371K Buy
2,860
+367
+15% +$48.7K 0.07% 307
2021
Q1 		$315K Sell
2,493
-2,601
-51% -$307K 0.07% 319
2020
Q4 		$589K Buy
5,094
+832
+20% +$96.7K 0.01% 661
2020
Q3 		$492K Sell
4,262
-2,954
-41% -$329K 0.01% 629
2020
Q2 		$764K Buy
7,216
+2,962
+70% +$333K 0.02% 538
2020
Q1 		$472K Buy
+4,254
New +$455K 0.01% 503
2018
Q4 		– Sell
-2,603
Closed -$267K – 768
2018
Q3 		$267K Sell
2,603
-208
-7% -$22.7K 0.02% 427
2018
Q2 		$301K Sell
2,811
-91
-3% -$10.2K 0.02% 359
2018
Q1 		$360K Sell
2,902
-449
-13% -$56.1K 0.03% 254
2017
Q4 		$416K Buy
3,351
+323
+11% +$35.9K 0.04% 243
2017
Q3 		$318K Sell
3,028
-151
-5% -$17.2K 0.21% 143
2017
Q2 		$376K Buy
3,179
+357
+13% +$45.1K 0.04% 272
2017
Q1 		$370K Buy
+2,822
New +$384K 0.06% 268
2016
Q3 		– Sell
-1,454
Closed -$222K – 258
2016
Q2 		$222K Buy
+1,454
New +$193K 0.12% 201
2016
Q1 		– Sell
-13,348
Closed -$1.65M – 468
2015
Q4 		$1.65M Buy
13,348
+10,654
+395% +$1.27M 0.19% 149
2015
Q3 		$307K Buy
2,694
+540
+25% +$60.2K 0.33% 77
2015
Q2 		$234K Buy
+2,154
New +$249K 0.22% 115

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Simplicity Solutions's SJM Position: Q3 2023 in Review

Simplicity Solutions sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,670 shares — an estimated $247K sold.

Simplicity Solutions first reported a position in SJM in Q2 2015 and held it in 25 quarters. The position peaked at $1.65M in Q4 2015. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Simplicity Solutions reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 1,670 J.M. Smucker shares in Q3 2023, an estimated $247K.
  • Simplicity Solutions first reported a position in J.M. Smucker in Q2 2015 and held it in 25 quarters.
  • Simplicity Solutions's J.M. Smucker position peaked at $1.65M in Q4 2015.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.