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Bogart Wealth LLC’s J.M. Smucker SJM Stock Holding History

Bogart Wealth LLC’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
Q2 		– Sell
-62
Closed -$7.75K – 1206
2024
Q1 		$7.75K Buy
62
+1
+2% +$127 ﹤0.01% 686
2023
Q4 		$7.71K Hold
61
– – ﹤0.01% 667
2023
Q3 		$7.5K Hold
61
– – ﹤0.01% 649
2023
Q2 		$9.01K Hold
61
– – ﹤0.01% 607
2023
Q1 		$9.6K Hold
61
– – ﹤0.01% 598
2022
Q4 		$9.67K Hold
61
– – ﹤0.01% 555
2022
Q3 		$8K Hold
61
– – ﹤0.01% 607
2022
Q2 		$8K Hold
61
– – ﹤0.01% 581
2022
Q1 		$8K Hold
61
– – ﹤0.01% 524
2021
Q4 		$8K Hold
61
– – ﹤0.01% 501
2021
Q3 		$7K Buy
61
+44
+259% +$5.59K ﹤0.01% 507
2021
Q2 		$2K Hold
17
– – ﹤0.01% 613
2021
Q1 		$2K Buy
+17
New +$2.01K ﹤0.01% 567

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return