Summit Global Investments’s J.M. Smucker SJM Stock Holding History

Summit Global Investments’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	-4,328	Closed	-$547K	–	592
2023 Q4	$547K	Sell	4,328 -3,790	-47%	-$439K	0.04%	325
2023 Q3	$998K	Buy	+8,118	New	+$1.15M	0.07%	222
2021 Q3	–	Sell	-28,356	Closed	-$3.67M	–	551
2021 Q2	$3.67M	Buy	+28,356	New	+$3.77M	0.22%	89

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Global Investments's SJM Position: Q1 2024 in Review

Summit Global Investments sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 4,328 shares — an estimated $547K sold.

Summit Global Investments first reported a position in SJM in Q2 2021 and held it in 3 quarters. The position peaked at $3.67M in Q2 2021. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Summit Global Investments reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Summit Global Investments sold 4,328 J.M. Smucker shares in Q1 2024, an estimated $547K.
Summit Global Investments first reported a position in J.M. Smucker in Q2 2021 and held it in 3 quarters.
Summit Global Investments's J.M. Smucker position peaked at $3.67M in Q2 2021.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.