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TIAA FSB’s J.M. Smucker SJM Stock Holding History

TIAA FSB’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
Q2 		$333K Sell
2,258
-68
-3% -$10.4K ﹤0.01% 462
2023
Q1 		$366K Sell
2,326
-86
-4% -$13.1K ﹤0.01% 446
2022
Q4 		$382K Sell
2,412
-63
-3% -$9.38K ﹤0.01% 439
2022
Q3 		$340K Sell
2,475
-68
-3% -$9.27K ﹤0.01% 448
2022
Q2 		$326K Buy
+2,543
New +$339K ﹤0.01% 468

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB's SJM Position: Q2 2023 in Review

TIAA FSB reduced its J.M. Smucker (SJM) stake by 2.9% in Q2 2023, selling an estimated $10.4K and leaving 2,258 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

TIAA FSB first reported a position in SJM in Q2 2022 and has held it in 5 quarters since. The position peaked at $382K in Q4 2022. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • TIAA FSB held 2,258 shares of J.M. Smucker worth $333K as of Q2 2023.
  • TIAA FSB sold 68 J.M. Smucker shares in Q2 2023, an estimated $10.4K.
  • J.M. Smucker made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #462 holding.
  • TIAA FSB first reported a position in J.M. Smucker in Q2 2022 and has held it in 5 quarters since.
  • TIAA FSB's J.M. Smucker position peaked at $382K in Q4 2022.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.