Bray Capital Advisors’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
Q4 | $8.81K | Hold |
80
| – | – | ﹤0.01% | 232 |
|
|
2024
Q3 | $9.69K | Hold |
80
| – | – | ﹤0.01% | 229 |
|
|
2024
Q2 | $8.72K | Sell |
80
-10
| -11% | -$1.13K | ﹤0.01% | 226 |
|
|
2024
Q1 | $11.3K | Hold |
90
| – | – | ﹤0.01% | 228 |
|
|
2023
Q4 | $11.4K | Hold |
90
| – | – | ﹤0.01% | 229 |
|
|
2023
Q3 | $11.1K | Hold |
90
| – | – | ﹤0.01% | 231 |
|
|
2023
Q2 | $13.3K | Hold |
90
| – | – | ﹤0.01% | 229 |
|
|
2023
Q1 | $14.2K | Hold |
90
| – | – | ﹤0.01% | 233 |
|
|
2022
Q4 | $14.3K | Hold |
90
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $12K | Hold |
90
| – | – | ﹤0.01% | 246 |
|
|
2022
Q2 | $12K | Hold |
90
| – | – | ﹤0.01% | 241 |
|
|
2022
Q1 | $12K | Hold |
90
| – | – | ﹤0.01% | 246 |
|
|
2021
Q4 | $12K | Hold |
90
| – | – | ﹤0.01% | 246 |
|
|
2021
Q3 | $11K | Hold |
90
| – | – | ﹤0.01% | 242 |
|
|
2021
Q2 | $12K | Hold |
90
| – | – | ﹤0.01% | 240 |
|
|
2021
Q1 | $11K | Hold |
90
| – | – | ﹤0.01% | 242 |
|
|
2020
Q4 | $10K | Hold |
90
| – | – | ﹤0.01% | 244 |
|
|
2020
Q3 | $10K | Hold |
90
| – | – | ﹤0.01% | 236 |
|
|
2020
Q2 | $10K | Hold |
90
| – | – | ﹤0.01% | 237 |
|
|
2020
Q1 | $10K | Hold |
90
| – | – | ﹤0.01% | 236 |
|
|
2019
Q4 | $9K | Hold |
90
| – | – | ﹤0.01% | 248 |
|
|
2019
Q3 | $10K | Sell |
90
-2,006
| -96% | -$224K | ﹤0.01% | 254 |
|
|
2019
Q2 | $241K | Hold |
2,096
| – | – | 0.09% | 138 |
|
|
2019
Q1 | $244K | Sell |
2,096
-50
| -2% | -$5.23K | 0.1% | 133 |
|
|
2018
Q4 | $201K | Buy |
2,146
+215
| +11% | +$22.4K | 0.1% | 141 |
|
|
2018
Q3 | $198K | Sell |
1,931
-95
| -5% | -$10.4K | 0.09% | 139 |
|
|
2018
Q2 | $218K | Hold |
2,026
| – | – | 0.1% | 127 |
|
|
2018
Q1 | $251K | Hold |
2,026
| – | – | 0.12% | 119 |
|
|
2017
Q4 | $252K | Hold |
2,026
| – | – | 0.12% | 112 |
|
|
2017
Q3 | $213K | Buy |
+2,026
| New | +$231K | 0.11% | 115 |
|
|
2017
Q2 | – | Sell |
-1,571
| Closed | -$206K | – | 119 |
|
|
2017
Q1 | $206K | Hold |
1,571
| – | – | 0.12% | 109 |
|
|
2016
Q4 | $201K | Buy |
+1,571
| New | +$204K | 0.12% | 109 |
|
|
2015
Q4 | – | Sell |
-1,031
| Closed | -$118K | – | 271 |
|
|
2015
Q3 | $118K | Hold |
1,031
| – | – | 0.08% | 157 |
|
|
2015
Q2 | $112K | Buy |
+1,031
| New | +$119K | 0.06% | 161 |
|
Other funds holding SJM
AI
Bray Capital Advisors's SJM Position: Q4 2024 in Review
Bray Capital Advisors held its J.M. Smucker (SJM) position steady in Q4 2024 at 80 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #232.
Bray Capital Advisors first reported a position in SJM in Q2 2015 and has held it in 34 quarters since. The position peaked at $252K in Q4 2017. 844 funds tracked by Wall St. Rank hold SJM as of Q4 2024.
- Bray Capital Advisors held 80 shares of J.M. Smucker worth $8.81K as of Q4 2024.
- Bray Capital Advisors left its J.M. Smucker share count unchanged in Q4 2024.
- J.M. Smucker made up ﹤0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #232 holding.
- Bray Capital Advisors first reported a position in J.M. Smucker in Q2 2015 and has held it in 34 quarters since.
- Bray Capital Advisors's J.M. Smucker position peaked at $252K in Q4 2017.
- 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.
Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.