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Avior Wealth Management’s J.M. Smucker SJM Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-357
Closed -$39.3K – 2057
2024
Q4 		$39.3K Sell
357
-94
-21% -$10.8K ﹤0.01% 1218
2024
Q3 		$54.6K Sell
451
-383
-46% -$45.1K ﹤0.01% 1086
2024
Q2 		$90.9K Buy
834
+238
+40% +$26.9K ﹤0.01% 892
2024
Q1 		$75K Buy
596
+567
+1,955% +$71.8K ﹤0.01% 1073
2023
Q4 		$3.67K Sell
29
-192
-87% -$22.2K ﹤0.01% 1231
2023
Q3 		$27.2K Buy
221
+34
+18% +$4.83K ﹤0.01% 894
2023
Q2 		$27.6K Buy
187
+110
+143% +$16.8K ﹤0.01% 880
2023
Q1 		$12.1K Buy
77
+48
+166% +$7.29K ﹤0.01% 1018
2022
Q4 		$4.59K Hold
29
– – ﹤0.01% 968
2022
Q3 		$3K Hold
29
– – ﹤0.01% 995
2022
Q2 		$3K Sell
29
-735
-96% -$98K ﹤0.01% 921
2022
Q1 		$103K Hold
764
– – 0.01% 509
2021
Q4 		$103K Buy
764
+759
+15,180% +$96.8K 0.01% 496
2021
Q3 		$0 Hold
5
– – ﹤0.01% 1168
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1125
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1128
2020
Q4 		$0 Sell
5
-2
-29% -$232 ﹤0.01% 1070
2020
Q3 		$0 Buy
7
+2
+40% +$223 ﹤0.01% 1011
2020
Q2 		$0 Buy
+5
New +$562 ﹤0.01% 982
2019
Q2 		– Sell
-2,413
Closed -$281K – 865
2019
Q1 		$281K Hold
2,413
– – 0.06% 286
2018
Q4 		$225K Buy
2,413
+2,390
+10,391% +$250K 0.05% 292
2018
Q3 		$2K Hold
23
– – ﹤0.01% 684
2018
Q2 		$2K Hold
23
– – ﹤0.01% 719
2018
Q1 		$3K Sell
23
-14
-38% -$1.75K ﹤0.01% 673
2017
Q4 		$5K Buy
37
+23
+164% +$2.56K ﹤0.01% 649
2017
Q3 		$1K Buy
+14
New +$1.6K ﹤0.01% 482

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's SJM Position: Q1 2025 in Review

Avior Wealth Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 357 shares — an estimated $39.3K sold.

Avior Wealth Management first reported a position in SJM in Q3 2017 and held it in 26 quarters. The position peaked at $281K in Q1 2019. 835 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Avior Wealth Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 357 J.M. Smucker shares in Q1 2025, an estimated $39.3K.
  • Avior Wealth Management first reported a position in J.M. Smucker in Q3 2017 and held it in 26 quarters.
  • Avior Wealth Management's J.M. Smucker position peaked at $281K in Q1 2019.
  • 835 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.