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Brady Family Wealth’s J.M. Smucker SJM Stock Holding History

Brady Family Wealth’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
2023
Q4 		– Sell
-2,282
Closed -$280K – 121
2023
Q3 		$280K Sell
2,282
-274
-11% -$38.9K 0.11% 102
2023
Q2 		$377K Buy
2,556
+41
+2% +$6.25K 0.14% 88
2023
Q1 		$396K Buy
2,515
+10
+0.4% +$1.52K 0.16% 88
2022
Q4 		$397K Buy
+2,505
New +$373K 0.16% 86

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brady Family Wealth's SJM Position: Q4 2023 in Review

Brady Family Wealth sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 2,282 shares — an estimated $280K sold.

Brady Family Wealth first reported a position in SJM in Q4 2022 and held it in 4 quarters. The position peaked at $397K in Q4 2022. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Brady Family Wealth reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Brady Family Wealth sold 2,282 J.M. Smucker shares in Q4 2023, an estimated $280K.
  • Brady Family Wealth first reported a position in J.M. Smucker in Q4 2022 and held it in 4 quarters.
  • Brady Family Wealth's J.M. Smucker position peaked at $397K in Q4 2022.
  • 899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Brady Family Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.