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

Wexford 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	-2,581	Closed	-$326K	–	279
2023 Q4	$326K	Buy	+2,581	New	+$299K	0.07%	119
2023 Q3	–	Sell	-1,713	Closed	-$253K	–	243
2023 Q2	$253K	Buy	1,713 +417	+32%	+$63.6K	0.05%	162
2023 Q1	$204K	Buy	+1,296	New	+$197K	0.04%	168
2018 Q4	–	Sell	-29,340	Closed	-$3.01M	–	137
2018 Q3	$3.01M	Buy	+29,340	New	+$3.2M	0.19%	65

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wexford Capital's SJM Position: Q1 2024 in Review

Wexford Capital sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 2,581 shares — an estimated $326K sold.

Wexford Capital first reported a position in SJM in Q3 2018 and held it in 4 quarters. The position peaked at $3.01M in Q3 2018. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Wexford Capital reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Wexford Capital sold 2,581 J.M. Smucker shares in Q1 2024, an estimated $326K.
Wexford Capital first reported a position in J.M. Smucker in Q3 2018 and held it in 4 quarters.
Wexford Capital's J.M. Smucker position peaked at $3.01M in Q3 2018.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Wexford Capital's 13F filing for Q1 2024, filed 15 May 2024.