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

Beaird Harris 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
2024 Q1	–	Sell	-15	Closed	-$1.9K	–	652
2023 Q4	$1.9K	Hold	15	–	–	﹤0.01%	466
2023 Q3	$1.84K	Hold	15	–	–	﹤0.01%	364
2023 Q2	$2.22K	Hold	15	–	–	﹤0.01%	365
2023 Q1	$2.36K	Sell	15 -75	-83%	-$11.4K	﹤0.01%	368
2022 Q4	$14.3K	Buy	90 +21	+30%	+$3.13K	﹤0.01%	295
2022 Q3	$9K	Buy	69 +15	+28%	+$2.04K	﹤0.01%	294
2022 Q2	$7K	Sell	54 -15	-22%	-$2K	﹤0.01%	279
2022 Q1	$9K	Hold	69	–	–	﹤0.01%	352
2021 Q4	$9K	Buy	+69	New	+$8.8K	﹤0.01%	420

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beaird Harris Wealth Management's SJM Position: Q1 2024 in Review

Beaird Harris Wealth Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 15 shares — an estimated $1.9K sold.

Beaird Harris Wealth Management first reported a position in SJM in Q4 2021 and held it in 9 quarters. The position peaked at $14.3K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Beaird Harris Wealth Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 15 J.M. Smucker shares in Q1 2024, an estimated $1.9K.
Beaird Harris Wealth Management first reported a position in J.M. Smucker in Q4 2021 and held it in 9 quarters.
Beaird Harris Wealth Management's J.M. Smucker position peaked at $14.3K in Q4 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.