BA
SJM icon

Bristlecone Advisors’s J.M. Smucker SJM Stock Holding History

Bristlecone Advisors’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
Q3 		– Sell
-2,019
Closed -$220K – 371
2024
Q2 		$220K Sell
2,019
-112
-5% -$12.7K 0.02% 262
2024
Q1 		$268K Sell
2,131
-1,040
-33% -$132K 0.02% 246
2023
Q4 		$401K Sell
3,171
-6,413
-67% -$743K 0.04% 197
2023
Q3 		$1.18M Buy
9,584
+1,340
+16% +$190K 0.13% 118
2023
Q2 		$1.22M Sell
8,244
-680
-8% -$104K 0.12% 120
2023
Q1 		$1.4M Sell
8,924
-1,750
-16% -$266K 0.15% 113
2022
Q4 		$1.69M Buy
10,674
+271
+3% +$40.4K 0.21% 99
2022
Q3 		$1.43M Buy
10,403
+1,155
+12% +$157K 0.19% 99
2022
Q2 		$1.18M Buy
9,248
+1,287
+16% +$172K 0.15% 110
2022
Q1 		$1.08M Buy
+7,961
New +$1.09M 0.13% 119

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bristlecone Advisors's SJM Position: Q3 2024 in Review

Bristlecone Advisors sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2,019 shares — an estimated $220K sold.

Bristlecone Advisors first reported a position in SJM in Q1 2022 and held it in 10 quarters. The position peaked at $1.69M in Q4 2022. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Bristlecone Advisors reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Bristlecone Advisors sold 2,019 J.M. Smucker shares in Q3 2024, an estimated $220K.
  • Bristlecone Advisors first reported a position in J.M. Smucker in Q1 2022 and held it in 10 quarters.
  • Bristlecone Advisors's J.M. Smucker position peaked at $1.69M in Q4 2022.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Bristlecone Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.