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Vident Investment Advisory’s J.M. Smucker SJM Stock Holding History

Vident Investment Advisory’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
-2,285
Closed -$338K – 883
2023
Q2 		$338K Sell
2,285
-12,856
-85% -$1.96M 0.01% 831
2023
Q1 		$2.38M Buy
15,141
+185
+1% +$28.1K 0.08% 293
2022
Q4 		$2.37M Sell
14,956
-19,850
-57% -$2.96M 0.09% 254
2022
Q3 		$4.56M Sell
34,806
-43,914
-56% -$5.98M 0.15% 178
2022
Q2 		$10.1M Buy
78,720
+5,957
+8% +$794K 0.3% 75
2022
Q1 		$9.85M Sell
72,763
-2,401
-3% -$327K 0.26% 85
2021
Q4 		$10.2M Buy
75,164
+14,990
+25% +$1.91M 0.27% 71
2021
Q3 		$7.22M Buy
60,174
+9,479
+19% +$1.21M 0.22% 87
2021
Q2 		$6.57M Buy
50,695
+2,713
+6% +$360K 0.2% 87
2021
Q1 		$6.07M Buy
47,982
+7,995
+20% +$944K 0.2% 85
2020
Q4 		$4.62M Buy
39,987
+10,897
+37% +$1.27M 0.19% 91
2020
Q3 		$3.36M Sell
29,090
-3,080
-10% -$343K 0.17% 111
2020
Q2 		$3.4M Sell
32,170
-2,591
-7% -$291K 0.18% 97
2020
Q1 		$3.86M Sell
34,761
-1,138
-3% -$122K 0.25% 75
2019
Q4 		$3.74M Buy
35,899
+20,254
+129% +$2.14M 0.23% 67
2019
Q3 		$1.72M Sell
15,645
-4,712
-23% -$525K 0.15% 96
2019
Q2 		$2.35M Sell
20,357
-22,220
-52% -$2.71M 0.19% 77
2019
Q1 		$4.96M Buy
42,577
+2,812
+7% +$294K 0.27% 68
2018
Q4 		$3.72M Buy
39,765
+1,810
+5% +$189K 0.21% 89
2018
Q3 		$3.89M Buy
37,955
+30,644
+419% +$3.35M 0.15% 134
2018
Q2 		$786K Buy
7,311
+1,257
+21% +$141K 0.03% 498
2018
Q1 		$732K Sell
6,054
-421
-7% -$52.6K 0.03% 471
2017
Q4 		$805K Sell
6,475
-1,225
-16% -$136K 0.04% 416
2017
Q3 		$808K Buy
+7,700
New +$880K 0.04% 394
2015
Q4 		– Sell
-47
Closed -$5K – 770
2015
Q3 		$5K Sell
47
-226
-83% -$25.2K ﹤0.01% 867
2015
Q2 		$30K Buy
+273
New +$31.6K ﹤0.01% 879
2015
Q1 		– Sell
-13,678
Closed -$1.38M – 774
2014
Q4 		$1.38M Buy
+13,678
New +$1.39M 0.47% 13

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 $3.37T AUM 44.26% 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

Vident Investment Advisory's SJM Position: Q3 2023 in Review

Vident Investment Advisory sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 2,285 shares — an estimated $338K sold.

Vident Investment Advisory first reported a position in SJM in Q4 2014 and held it in 27 quarters. The position peaked at $10.2M in Q4 2021. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Vident Investment Advisory reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 2,285 J.M. Smucker shares in Q3 2023, an estimated $338K.
  • Vident Investment Advisory first reported a position in J.M. Smucker in Q4 2014 and held it in 27 quarters.
  • Vident Investment Advisory's J.M. Smucker position peaked at $10.2M in Q4 2021.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.