American State Bank (Iowa)’s J.M. Smucker SJM Stock Holding History

American State Bank (Iowa)’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	-250	Closed	-$31.6K	–	282
2023 Q4	$31.6K	Hold	250	–	–	0.02%	224
2023 Q3	$30.7K	Hold	250	–	–	0.02%	220
2023 Q2	$36.9K	Hold	250	–	–	0.03%	211
2023 Q1	$39.3K	Hold	250	–	–	0.03%	212
2022 Q4	$39.6K	Hold	250	–	–	0.03%	212
2022 Q3	$34.4K	Hold	250	–	–	0.03%	213
2022 Q2	$32K	Hold	250	–	–	0.03%	217
2022 Q1	$33.9K	Hold	250	–	–	0.02%	214
2021 Q4	$34K	Hold	250	–	–	0.02%	214
2021 Q3	$30K	Hold	250	–	–	0.02%	218
2021 Q2	$32.4K	Hold	250	–	–	0.03%	220
2021 Q1	$31.6K	Hold	250	–	–	0.03%	214
2020 Q4	$28.9K	Buy	+250	New	+$29.1K	0.03%	210

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

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

American State Bank (Iowa)'s SJM Position: Q1 2024 in Review

American State Bank (Iowa) sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 250 shares — an estimated $31.6K sold.

American State Bank (Iowa) first reported a position in SJM in Q4 2020 and held it in 13 quarters. The position peaked at $39.6K in Q4 2022. 885 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

American State Bank (Iowa) reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 250 J.M. Smucker shares in Q1 2024, an estimated $31.6K.
American State Bank (Iowa) first reported a position in J.M. Smucker in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s J.M. Smucker position peaked at $39.6K in Q4 2022.
885 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.