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Verus Capital Partners’s J.M. Smucker SJM Stock Holding History

Verus Capital Partners’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
2022
Q3 		– Sell
-1,863
Closed -$238K – 308
2022
Q2 		$238K Buy
1,863
+328
+21% +$43.7K 0.05% 246
2022
Q1 		$208K Buy
+1,535
New +$209K 0.03% 301
2020
Q1 		$240K Buy
+2,161
New +$231K 0.08% 163

Other funds holding SJM

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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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Verus Capital Partners's SJM Position: Q3 2022 in Review

Verus Capital Partners sold out of J.M. Smucker (SJM) in Q3 2022, closing a stake of 1,863 shares — an estimated $238K sold.

Verus Capital Partners first reported a position in SJM in Q1 2020 and held it in 3 quarters. The position peaked at $240K in Q1 2020. 881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Verus Capital Partners reported no remaining J.M. Smucker position as of Q3 2022 after selling out during the quarter.
  • Verus Capital Partners sold 1,863 J.M. Smucker shares in Q3 2022, an estimated $238K.
  • Verus Capital Partners first reported a position in J.M. Smucker in Q1 2020 and held it in 3 quarters.
  • Verus Capital Partners's J.M. Smucker position peaked at $240K in Q1 2020.
  • 881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Verus Capital Partners's 13F filing for Q3 2022, filed 15 Nov 2022.