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Trilogy Capital’s J.M. Smucker SJM Stock Holding History

Trilogy Capital’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
-1,728
Closed -$218K – 332
2023
Q4 		$218K Sell
1,728
-283
-14% -$32.8K 0.01% 255
2023
Q3 		$247K Sell
2,011
-224
-10% -$31.8K 0.02% 230
2023
Q2 		$340K Sell
2,235
-10
-0.4% -$1.52K 0.02% 206
2023
Q1 		$353K Buy
2,245
+374
+20% +$56.8K 0.03% 184
2022
Q4 		$296K Buy
1,871
+277
+17% +$41.3K 0.02% 203
2022
Q3 		$219K Buy
+1,594
New +$217K 0.02% 167
2019
Q2 		– Sell
-1,922
Closed -$224K – 128
2019
Q1 		$224K Buy
+1,922
New +$201K 0.03% 112
2018
Q1 		– Sell
-3,932
Closed -$488K – 504
2017
Q4 		$488K Buy
+3,932
New +$437K 0.08% 85

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trilogy Capital's SJM Position: Q1 2024 in Review

Trilogy Capital sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 1,728 shares — an estimated $218K sold.

Trilogy Capital first reported a position in SJM in Q4 2017 and held it in 8 quarters. The position peaked at $488K in Q4 2017. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Trilogy Capital reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Trilogy Capital sold 1,728 J.M. Smucker shares in Q1 2024, an estimated $218K.
  • Trilogy Capital first reported a position in J.M. Smucker in Q4 2017 and held it in 8 quarters.
  • Trilogy Capital's J.M. Smucker position peaked at $488K in Q4 2017.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Trilogy Capital's 13F filing for Q1 2024, filed 17 Apr 2024.