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Stevens Capital Management’s J.M. Smucker SJM Stock Holding History

Stevens Capital Management’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
Q4 		– Sell
-6,017
Closed -$740K – 330
2023
Q3 		$740K Buy
+6,017
New +$855K 0.21% 120
2022
Q4 		– Sell
-1,662
Closed -$228K – 175
2022
Q3 		$228K Buy
+1,662
New +$226K 0.15% 119
2021
Q3 		– Sell
-6,086
Closed -$789K – 254
2021
Q2 		$789K Buy
+6,086
New +$808K 0.23% 68
2021
Q1 		– Sell
-2,388
Closed -$276K – 212
2020
Q4 		$276K Buy
+2,388
New +$278K 0.14% 119
2020
Q1 		– Sell
-5,248
Closed -$546K – 375
2019
Q4 		$546K Buy
+5,248
New +$555K 0.05% 337
2018
Q2 		– Sell
-38,460
Closed -$4.77M – 960
2018
Q1 		$4.77M Buy
+38,460
New +$4.8M 0.18% 161
2017
Q3 		– Sell
-54,261
Closed -$6.42M – 1053
2017
Q2 		$6.42M Buy
54,261
+34,259
+171% +$4.33M 0.24% 130
2017
Q1 		$2.62M Buy
+20,002
New +$2.72M 0.1% 268
2016
Q3 		– Sell
-50,024
Closed -$7.62M – 1122
2016
Q2 		$7.62M Buy
50,024
+27,449
+122% +$3.65M 0.3% 96
2016
Q1 		$2.93M Sell
22,575
-2,658
-11% -$335K 0.12% 232
2015
Q4 		$3.11M Buy
25,233
+22,425
+799% +$2.67M 0.12% 224
2015
Q3 		$320K Buy
+2,808
New +$313K 0.01% 673
2015
Q2 		– Sell
-13,708
Closed -$1.59M – 1221
2015
Q1 		$1.59M Buy
13,708
+7,600
+124% +$833K 0.06% 322
2014
Q4 		$617K Sell
6,108
-76,947
-93% -$7.8M 0.02% 531
2014
Q3 		$8.22M Buy
83,055
+75,610
+1,016% +$7.76M 0.25% 124
2014
Q2 		$793K Sell
7,445
-17,595
-70% -$1.77M 0.02% 552
2014
Q1 		$2.44M Sell
25,040
-21,254
-46% -$2.07M 0.07% 313
2013
Q4 		$4.8M Sell
46,294
-44,167
-49% -$4.68M 0.14% 173
2013
Q3 		$9.5M Buy
90,461
+70,581
+355% +$7.64M 0.28% 98
2013
Q2 		$2.05M Buy
+19,880
New +$2.02M 0.07% 307

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stevens Capital Management's SJM Position: Q4 2023 in Review

Stevens Capital Management sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 6,017 shares — an estimated $740K sold.

Stevens Capital Management first reported a position in SJM in Q2 2013 and held it in 20 quarters. The position peaked at $9.5M in Q3 2013. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Stevens Capital Management reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Stevens Capital Management sold 6,017 J.M. Smucker shares in Q4 2023, an estimated $740K.
  • Stevens Capital Management first reported a position in J.M. Smucker in Q2 2013 and held it in 20 quarters.
  • Stevens Capital Management's J.M. Smucker position peaked at $9.5M in Q3 2013.
  • 900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Stevens Capital Management's 13F filing for Q4 2023, filed 2 Feb 2024.