L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 12 Feb 2025
Managers listing it
13
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 9 listed it in both
Shares listed
8,313,052
combined, among listed positions
Reported value
$915m
combined, at the quarter end

Among the 94 comparable managers: 9 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SJM in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

13 of 13 holders

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 14 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SJM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20138$670mn.a.n.a.
Q3 201312$645mn.a.n.a.
Q4 201311$434mn.a.n.a.
Q1 20149$353mn.a.n.a.
Q2 201410$367mn.a.n.a.
Q3 20149$283mn.a.n.a.
Q4 201410$294mn.a.n.a.
Q1 201510$416mn.a.n.a.
Q2 20157$286mn.a.n.a.
Q3 201519$628mn.a.n.a.
Q4 201518$829mn.a.n.a.
Q1 201616$898mn.a.n.a.
Q2 201615$1.3bnn.a.n.a.
Q3 201612$1.2bnn.a.n.a.
Q4 201613$1.0bnn.a.n.a.
Q1 201711$717mn.a.n.a.
Q2 20178$564mn.a.n.a.
Q3 20179$1.1bnn.a.n.a.
Q4 20176$1.5bnn.a.n.a.
Q1 20184$1.4bnn.a.n.a.
Q2 20189$1.3bnn.a.n.a.
Q3 20187$1.1bnn.a.n.a.
Q4 20189$845mn.a.n.a.
Q1 201912$1.2bnn.a.n.a.
Q2 201913$952mn.a.n.a.
Q3 201910$1.0bnn.a.n.a.
Q4 201911$935mn.a.n.a.
Q1 202013$1.1bnn.a.n.a.
Q2 202017$1.1bnn.a.n.a.
Q3 202010$1.1bnn.a.n.a.
Q4 202011$1.0bnn.a.n.a.
Q1 202115$1.2bnn.a.n.a.
Q2 202112$1.1bnn.a.n.a.
Q3 20219$917mn.a.n.a.
Q4 202111$863mn.a.n.a.
Q1 20229$846mn.a.n.a.
Q2 202216$953mn.a.n.a.
Q3 202218$1.0bnn.a.n.a.
Q4 202218$1.3bnn.a.n.a.
Q1 202317$1.1bnn.a.n.a.
Q2 202314$1.1bnn.a.n.a.
Q3 202315$954mn.a.n.a.
Q4 202320$1.1bn148
Q1 202415$791m710
Q2 202415$806m107
Q3 202413$437m77
Q4 202413$915m95
Q1 202512$1.6bn86
Q2 202514$1.2bn124
Q3 202514$1.3bn59
Q4 202516$1.2bn1917
Q1 202612$781m1917
Q2 202614$982m1817

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SJM and PM →SJM and KO →SJM and COST →Choose a stock to compare with SJM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SJM, latest filings →Back to the 13F Explorer →