Wolverine Asset Management’s J.M. Smucker SJM Stock Holding History

Wolverine Asset 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	-200	Closed	-$25.3K	–	1875
2023 Q4	$25.3K	Buy	200 +150	+300%	+$17.4K	﹤0.01%	1285
2023 Q3	$6.14K	Buy	+50	New	+$7.1K	﹤0.01%	1537
2021 Q3	–	Sell	-901	Closed	-$116K	–	2313
2021 Q2	$116K	Sell	901 -336	-27%	-$44.6K	﹤0.01%	1433
2021 Q1	$156K	Sell	1,237 -1,780	-59%	-$210K	﹤0.01%	1321
2020 Q4	$348K	Buy	+3,017	New	+$351K	﹤0.01%	957
2020 Q2	–	Sell	-485	Closed	-$53K	–	1752
2020 Q1	$53K	Buy	+485	New	+$51.8K	﹤0.01%	1157
2017 Q4	–	Sell	-358	Closed	-$37K	–	1580
2017 Q3	$37K	Buy	+358	New	+$40.9K	﹤0.01%	1205
2014 Q3	–	Sell	-100	Closed	-$10K	–	2649
2014 Q2	$10K	Sell	100 -600	-86%	-$60.2K	﹤0.01%	1868
2014 Q1	$68K	Buy	+700	New	+$68K	﹤0.01%	1244
2013 Q3	–	Sell	-300	Closed	-$30K	–	2848
2013 Q2	$30K	Buy	+300	New	+$30.5K	﹤0.01%	1879

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wolverine Asset Management's SJM Position: Q1 2024 in Review

Wolverine Asset Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 200 shares — an estimated $25.3K sold.

Wolverine Asset Management first reported a position in SJM in Q2 2013 and held it in 10 quarters. The position peaked at $348K in Q4 2020. 884 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Wolverine Asset Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Wolverine Asset Management sold 200 J.M. Smucker shares in Q1 2024, an estimated $25.3K.
Wolverine Asset Management first reported a position in J.M. Smucker in Q2 2013 and held it in 10 quarters.
Wolverine Asset Management's J.M. Smucker position peaked at $348K in Q4 2020.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Wolverine Asset Management's 13F filing for Q1 2024, filed 13 May 2024.