Toews Corporation’s J.M. Smucker SJM Stock Holding History

Toews Corporation’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	-6,300	Closed	-$774K	–	96
2023 Q3	$774K	Buy	+6,300	New	+$895K	0.47%	45
2023 Q1	–	Sell	-4,900	Closed	-$776K	–	105
2022 Q4	$776K	Sell	4,900 -3,700	-43%	-$551K	0.38%	60
2022 Q3	$1.18M	Buy	+8,600	New	+$1.17M	0.87%	5
2022 Q2	–	Sell	-3,000	Closed	-$406K	–	129
2022 Q1	$406K	Buy	+3,000	New	+$409K	0.07%	65
2021 Q4	–	Sell	-3,400	Closed	-$408K	–	106
2021 Q3	$408K	Buy	+3,400	New	+$432K	0.05%	68
2021 Q2	–	Sell	-7,400	Closed	-$936K	–	102
2021 Q1	$936K	Buy	+7,400	New	+$874K	0.08%	87
2020 Q4	–	Sell	-9,000	Closed	-$1.04M	–	102
2020 Q3	$1.04M	Buy	+9,000	New	+$1M	0.32%	9
2016 Q3	–	Sell	-3,700	Closed	-$564K	–	87
2016 Q2	$564K	Buy	+3,700	New	+$492K	0.24%	41

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Toews Corporation's SJM Position: Q4 2023 in Review

Toews Corporation sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 6,300 shares — an estimated $774K sold.

Toews Corporation first reported a position in SJM in Q2 2016 and held it in 8 quarters. The position peaked at $1.18M in Q3 2022. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

Toews Corporation reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
Toews Corporation sold 6,300 J.M. Smucker shares in Q4 2023, an estimated $774K.
Toews Corporation first reported a position in J.M. Smucker in Q2 2016 and held it in 8 quarters.
Toews Corporation's J.M. Smucker position peaked at $1.18M in Q3 2022.
900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Toews Corporation's 13F filing for Q4 2023, filed 17 Jan 2024.