Benjamin F. Edwards & Company’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.42M | Buy |
22,196
+329
| +2% | +$37.2K | 0.04% | 335 |
|
|
2024
Q1 | $2.75M | Sell |
21,867
-2,299
| -10% | -$291K | 0.05% | 307 |
|
|
2023
Q4 | $3.05M | Sell |
24,166
-1,364
| -5% | -$158K | 0.06% | 266 |
|
|
2023
Q3 | $3.14M | Sell |
25,530
-970
| -4% | -$138K | 0.12% | 169 |
|
|
2023
Q2 | $3.91M | Buy |
26,500
+368
| +1% | +$56.1K | 0.15% | 139 |
|
|
2023
Q1 | $4.11M | Buy |
26,132
+485
| +2% | +$73.7K | 0.17% | 127 |
|
|
2022
Q4 | $4.06M | Buy |
25,647
+1,450
| +6% | +$216K | 0.18% | 125 |
|
|
2022
Q3 | $3.33M | Buy |
24,197
+968
| +4% | +$132K | 0.17% | 134 |
|
|
2022
Q2 | $2.97M | Buy |
23,229
+2,352
| +11% | +$314K | 0.14% | 154 |
|
|
2022
Q1 | $2.83M | Sell |
20,877
-600
| -3% | -$81.8K | 0.13% | 175 |
|
|
2021
Q4 | $2.92M | Buy |
21,477
+412
| +2% | +$52.5K | 0.13% | 174 |
|
|
2021
Q3 | $2.53M | Buy |
21,065
+632
| +3% | +$80.3K | 0.13% | 168 |
|
|
2021
Q2 | $2.65M | Buy |
20,433
+486
| +2% | +$64.5K | 0.13% | 167 |
|
|
2021
Q1 | $2.52M | Sell |
19,947
-524
| -3% | -$61.9K | 0.14% | 170 |
|
|
2020
Q4 | $2.37M | Buy |
20,471
+815
| +4% | +$94.7K | 0.14% | 166 |
|
|
2020
Q3 | $2.27M | Buy |
19,656
+68
| +0.3% | +$7.58K | 0.15% | 157 |
|
|
2020
Q2 | $2.07M | Sell |
19,588
-1,226
| -6% | -$138K | 0.15% | 159 |
|
|
2020
Q1 | $2.31M | Sell |
20,814
-202
| -1% | -$21.6K | 0.2% | 128 |
|
|
2019
Q4 | $2.19M | Buy |
21,016
+1,327
| +7% | +$140K | 0.15% | 164 |
|
|
2019
Q3 | $2.17M | Buy |
19,689
+449
| +2% | +$50K | 0.17% | 153 |
|
|
2019
Q2 | $2.22M | Buy |
19,240
+1,119
| +6% | +$137K | 0.19% | 138 |
|
|
2019
Q1 | $2.11M | Buy |
18,121
+3,362
| +23% | +$351K | 0.19% | 127 |
|
|
2018
Q4 | $1.38M | Buy |
14,759
+1,303
| +10% | +$136K | 0.14% | 162 |
|
|
2018
Q3 | $1.38M | Buy |
13,456
+2
| +0% | +$218 | 0.13% | 169 |
|
|
2018
Q2 | $1.45M | Buy |
13,454
+1,146
| +9% | +$129K | 0.14% | 155 |
|
|
2018
Q1 | $1.53M | Sell |
12,308
-897
| -7% | -$112K | 0.16% | 143 |
|
|
2017
Q4 | $1.64M | Sell |
13,205
-95
| -0.7% | -$10.6K | 0.17% | 135 |
|
|
2017
Q3 | $1.4M | Sell |
13,300
-5,187
| -28% | -$592K | 0.17% | 134 |
|
|
2017
Q2 | $2.19M | Buy |
18,487
+953
| +5% | +$120K | 0.29% | 88 |
|
|
2017
Q1 | $2.3M | Buy |
17,534
+165
| +0.9% | +$22.4K | 0.34% | 75 |
|
|
2016
Q4 | $2.22M | Buy |
17,369
+8,804
| +103% | +$1.14M | 0.36% | 71 |
|
|
2016
Q3 | $1.16M | Sell |
8,565
-516
| -6% | -$75.7K | 0.21% | 109 |
|
|
2016
Q2 | $1.38M | Sell |
9,081
-5,702
| -39% | -$758K | 0.27% | 87 |
|
|
2016
Q1 | $1.92M | Sell |
14,783
-400
| -3% | -$50.4K | 0.4% | 57 |
|
|
2015
Q4 | $1.87M | Sell |
15,183
-791
| -5% | -$94.3K | 0.4% | 54 |
|
|
2015
Q3 | $1.82M | Buy |
15,974
+1,266
| +9% | +$141K | 0.4% | 60 |
|
|
2015
Q2 | $1.59M | Sell |
14,708
-496
| -3% | -$57.4K | 0.32% | 67 |
|
|
2015
Q1 | $1.76M | Buy |
15,204
+392
| +3% | +$43K | 0.37% | 61 |
|
|
2014
Q4 | $1.5M | Buy |
14,812
+30
| +0.2% | +$3.04K | 0.35% | 63 |
|
|
2014
Q3 | $1.46M | Sell |
14,782
-279
| -2% | -$28.6K | 0.37% | 63 |
|
|
2014
Q2 | $1.6M | Buy |
15,061
+146
| +1% | +$14.7K | 0.41% | 55 |
|
|
2014
Q1 | $1.45M | Buy |
14,915
+6,929
| +87% | +$673K | 0.4% | 56 |
|
|
2013
Q4 | $827K | Sell |
7,986
-290
| -4% | -$30.8K | 0.28% | 94 |
|
|
2013
Q3 | $869K | Buy |
8,276
+124
| +2% | +$13.4K | 0.32% | 79 |
|
|
2013
Q2 | $841K | Buy |
+8,152
| New | +$830K | 0.34% | 73 |
|
Other funds holding SJM
Benjamin F. Edwards & Company's SJM Position: Q2 2024 in Review
Benjamin F. Edwards & Company increased its J.M. Smucker (SJM) stake by 1.5% in Q2 2024, buying an estimated $37.2K and bringing the position to 22,196 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #335.
Benjamin F. Edwards & Company first reported a position in SJM in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.11M in Q1 2023. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.
- Benjamin F. Edwards & Company held 22,196 shares of J.M. Smucker worth $2.42M as of Q2 2024.
- Benjamin F. Edwards & Company bought 329 J.M. Smucker shares in Q2 2024, an estimated $37.2K.
- J.M. Smucker made up 0.04% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #335 holding.
- Benjamin F. Edwards & Company first reported a position in J.M. Smucker in Q2 2013 and has held it in 45 quarters since.
- Benjamin F. Edwards & Company's J.M. Smucker position peaked at $4.11M in Q1 2023.
- 852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.