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

Ziegler 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 Q1	–	Sell	-9,076	Closed	-$1.43M	–	419
2022 Q4	$1.43M	Sell	9,076 -168	-2%	-$25K	0.06%	240
2022 Q3	$1.27M	Buy	+9,244	New	+$1.26M	0.06%	256
2022 Q1	–	Sell	-5,016	Closed	-$681K	–	429
2021 Q4	$681K	Buy	5,016 +22	+0.4%	+$2.81K	0.02%	347
2021 Q3	$599K	Buy	4,994 +770	+18%	+$97.9K	0.02%	371
2021 Q2	$547K	Buy	4,224 +74	+2%	+$9.83K	0.02%	389
2021 Q1	$525K	Buy	4,150 +220	+6%	+$26K	0.02%	389
2020 Q4	$454K	Buy	3,930 +168	+4%	+$19.5K	0.02%	387
2020 Q3	$435K	Sell	3,762 -8,495	-69%	-$947K	0.02%	383
2020 Q2	$1.3M	Sell	12,257 -1,546	-11%	-$174K	0.04%	265
2020 Q1	$1.53M	Buy	+13,803	New	+$1.48M	0.04%	306

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 $3.38T AUM 44.17% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Ziegler Capital Management's SJM Position: Q1 2023 in Review

Ziegler Capital Management sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 9,076 shares — an estimated $1.43M sold.

Ziegler Capital Management first reported a position in SJM in Q1 2020 and held it in 10 quarters. The position peaked at $1.53M in Q1 2020. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

Ziegler Capital Management reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
Ziegler Capital Management sold 9,076 J.M. Smucker shares in Q1 2023, an estimated $1.43M.
Ziegler Capital Management first reported a position in J.M. Smucker in Q1 2020 and held it in 10 quarters.
Ziegler Capital Management's J.M. Smucker position peaked at $1.53M in Q1 2020.
943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Ziegler Capital Management's 13F filing for Q1 2023, filed 4 May 2023.