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Vinva Investment Management’s J.M. Smucker SJM Stock Holding History

Vinva Investment 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
2024
Q1 		– Sell
-7,788
Closed -$980K – 445
2023
Q4 		$980K Sell
7,788
-3,845
-33% -$446K 0.07% 266
2023
Q3 		$1.45M Buy
11,633
+8,792
+309% +$1.25M 0.14% 164
2023
Q2 		$416K Sell
2,841
-826
-23% -$126K 0.04% 319
2023
Q1 		$578K Buy
+3,667
New +$557K 0.05% 312

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

Vinva Investment Management's SJM Position: Q1 2024 in Review

Vinva Investment Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 7,788 shares — an estimated $980K sold.

Vinva Investment Management first reported a position in SJM in Q1 2023 and held it in 4 quarters. The position peaked at $1.45M in Q3 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Vinva Investment Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Vinva Investment Management sold 7,788 J.M. Smucker shares in Q1 2024, an estimated $980K.
  • Vinva Investment Management first reported a position in J.M. Smucker in Q1 2023 and held it in 4 quarters.
  • Vinva Investment Management's J.M. Smucker position peaked at $1.45M in Q3 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Vinva Investment Management's 13F filing for Q1 2024, filed 13 May 2024.