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

Telos 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
Q3 		– Sell
-2,463
Closed -$364K – 193
2023
Q2 		$364K Sell
2,463
-19
-0.8% -$2.9K 0.05% 148
2023
Q1 		$391K Buy
2,482
+17
+0.7% +$2.58K 0.05% 141
2022
Q4 		$391K Buy
2,465
+210
+9% +$31.3K 0.06% 140
2022
Q3 		$310K Buy
2,255
+28
+1% +$3.81K 0.05% 143
2022
Q2 		$285K Hold
2,227
– – 0.04% 146
2022
Q1 		$302K Sell
2,227
-24
-1% -$3.27K 0.04% 153
2021
Q4 		$306K Sell
2,251
-8
-0.4% -$1.02K 0.04% 155
2021
Q3 		$271K Buy
2,259
+16
+0.7% +$2.03K 0.04% 154
2021
Q2 		$291K Hold
2,243
– – 0.04% 153
2021
Q1 		$284K Hold
2,243
– – 0.04% 152
2020
Q4 		$259K Sell
2,243
-216
-9% -$25.1K 0.04% 156
2020
Q3 		$284K Sell
2,459
-48
-2% -$5.35K 0.05% 147
2020
Q2 		$265K Buy
2,507
+24
+1% +$2.7K 0.05% 152
2020
Q1 		$276K Buy
+2,483
New +$265K 0.07% 144

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 $3.38T AUM 44.17% 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

Telos Capital Management's SJM Position: Q3 2023 in Review

Telos Capital Management sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 2,463 shares — an estimated $364K sold.

Telos Capital Management first reported a position in SJM in Q1 2020 and held it in 14 quarters. The position peaked at $391K in Q4 2022. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Telos Capital Management reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Telos Capital Management sold 2,463 J.M. Smucker shares in Q3 2023, an estimated $364K.
  • Telos Capital Management first reported a position in J.M. Smucker in Q1 2020 and held it in 14 quarters.
  • Telos Capital Management's J.M. Smucker position peaked at $391K in Q4 2022.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Telos Capital Management's 13F filing for Q3 2023, filed 1 Nov 2023.