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Armstrong Advisory Group’s J.M. Smucker SJM Stock Holding History

Armstrong Advisory Group’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
Q3 		– Sell
-53
Closed -$5.78K – 831
2024
Q2 		$5.78K Hold
53
– – ﹤0.01% 640
2024
Q1 		$6.7K Hold
53
– – ﹤0.01% 614
2023
Q4 		$6.7K Sell
53
-23
-30% -$2.67K ﹤0.01% 614
2023
Q3 		$9.34K Buy
+76
New +$10.8K ﹤0.01% 610
2023
Q1 		– Sell
-26
Closed -$4.12K – 810
2022
Q4 		$4.12K Buy
+26
New +$3.87K ﹤0.01% 683

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Armstrong Advisory Group's SJM Position: Q3 2024 in Review

Armstrong Advisory Group sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 53 shares — an estimated $5.78K sold.

Armstrong Advisory Group first reported a position in SJM in Q4 2022 and held it in 5 quarters. The position peaked at $9.34K in Q3 2023. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Armstrong Advisory Group reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 53 J.M. Smucker shares in Q3 2024, an estimated $5.78K.
  • Armstrong Advisory Group first reported a position in J.M. Smucker in Q4 2022 and held it in 5 quarters.
  • Armstrong Advisory Group's J.M. Smucker position peaked at $9.34K in Q3 2023.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Armstrong Advisory Group's 13F filing for Q3 2024, filed 11 Oct 2024.