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Brookstone Capital Management’s J.M. Smucker SJM Stock Holding History

Brookstone Capital Management’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
-1,746
Closed -$220K – 1004
2024
Q1 		$220K Buy
1,746
+86
+5% +$10.9K ﹤0.01% 855
2023
Q4 		$210K Buy
+1,660
New +$192K ﹤0.01% 817
2023
Q3 		– Sell
-1,476
Closed -$218K – 877
2023
Q2 		$218K Sell
1,476
-209
-12% -$31.9K ﹤0.01% 768
2023
Q1 		$258K Sell
1,685
-114
-6% -$17.3K 0.01% 731
2022
Q4 		$293K Sell
1,799
-347
-16% -$51.7K 0.01% 698
2022
Q3 		$302K Sell
2,146
-111
-5% -$15.1K 0.01% 655
2022
Q2 		$298K Sell
2,257
-164
-7% -$21.9K 0.01% 650
2022
Q1 		$338K Sell
2,421
-22
-0.9% -$3K 0.01% 633
2021
Q4 		$350K Buy
2,443
+152
+7% +$19.4K 0.01% 594
2021
Q3 		$277K Sell
2,291
-63
-3% -$8.01K 0.01% 621
2021
Q2 		$305K Buy
+2,354
New +$313K 0.01% 587
2020
Q4 		– Sell
-2,076
Closed -$240K – 511
2020
Q3 		$240K Buy
+2,076
New +$231K 0.01% 373
2020
Q1 		– Sell
-6,988
Closed -$728K – 411
2019
Q4 		$728K Sell
6,988
-2,440
-26% -$258K 0.04% 225
2019
Q3 		$1.04M Sell
9,428
-8,585
-48% -$957K 0.06% 190
2019
Q2 		$2.08M Buy
+18,013
New +$2.2M 0.12% 158
2015
Q4 		– Sell
-102
Closed -$12K – 760
2015
Q3 		$12K Hold
102
– – ﹤0.01% 1030
2015
Q2 		$11K Buy
+102
New +$11.8K ﹤0.01% 1147

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
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 $1.02T AUM 30.18% 1-Year Est. Return

Brookstone Capital Management's SJM Position: Q2 2024 in Review

Brookstone Capital Management sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,746 shares — an estimated $220K sold.

Brookstone Capital Management first reported a position in SJM in Q2 2015 and held it in 17 quarters. The position peaked at $2.08M in Q2 2019. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Brookstone Capital Management reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 1,746 J.M. Smucker shares in Q2 2024, an estimated $220K.
  • Brookstone Capital Management first reported a position in J.M. Smucker in Q2 2015 and held it in 17 quarters.
  • Brookstone Capital Management's J.M. Smucker position peaked at $2.08M in Q2 2019.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Brookstone Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.