Vigilant Capital Management’s J.M. Smucker SJM Stock Holding History

Vigilant Capital Management’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	$236K	Sell	1,600 -400	-20%	-$61K	0.02%	136
2023 Q1	$315K	Buy	2,000 +400	+25%	+$60.8K	0.03%	111
2022 Q4	$254K	Hold	1,600	–	–	0.02%	126
2022 Q3	$220K	Hold	1,600	–	–	0.02%	144
2022 Q2	$205K	Hold	1,600	–	–	0.02%	147
2022 Q1	$217K	Hold	1,600	–	–	0.02%	162
2021 Q4	$217K	Buy	+1,600	New	+$204K	0.02%	188
2015 Q1	–	Sell	-4	Closed	–	–	296
2014 Q4	$0	Buy	+4	New	+$405	﹤0.01%	328

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vigilant Capital Management's SJM Position: Q2 2023 in Review

Vigilant Capital Management reduced its J.M. Smucker (SJM) stake by 20% in Q2 2023, selling an estimated $61K and leaving 1,600 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #136.

Vigilant Capital Management first reported a position in SJM in Q4 2014 and has held it in 8 quarters since. The position peaked at $315K in Q1 2023. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

Vigilant Capital Management held 1,600 shares of J.M. Smucker worth $236K as of Q2 2023.
Vigilant Capital Management sold 400 J.M. Smucker shares in Q2 2023, an estimated $61K.
J.M. Smucker made up 0.02% of Vigilant Capital Management's portfolio in Q2 2023, its #136 holding.
Vigilant Capital Management first reported a position in J.M. Smucker in Q4 2014 and has held it in 8 quarters since.
Vigilant Capital Management's J.M. Smucker position peaked at $315K in Q1 2023.
922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.