Buckingham Capital Management (Ohio)’s J.M. Smucker SJM Stock Holding History

Buckingham Capital Management (Ohio)’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 Q4	–	Sell	-3,460	Closed	-$419K	–	144
2024 Q3	$419K	Hold	3,460	–	–	0.05%	105
2024 Q2	$377K	Hold	3,460	–	–	0.05%	105
2024 Q1	$436K	Buy	+3,460	New	+$438K	0.05%	104
2016 Q2	–	Sell	-1,807	Closed	-$235K	–	152
2016 Q1	$235K	Sell	1,807 -350	-16%	-$44.1K	0.06%	149
2015 Q4	$266K	Sell	2,157 -1,450	-40%	-$173K	0.07%	155
2015 Q3	$412K	Sell	3,607 -1,940	-35%	-$216K	0.12%	144
2015 Q2	$604K	Sell	5,547 -226	-4%	-$26.2K	0.17%	127
2015 Q1	$668K	Sell	5,773 -100	-2%	-$11K	0.19%	121
2014 Q4	$593K	Sell	5,873 -249	-4%	-$25.2K	0.18%	122
2014 Q3	$606K	Sell	6,122 -260	-4%	-$26.7K	0.19%	121
2014 Q2	$680K	Hold	6,382	–	–	0.21%	119
2014 Q1	$621K	Sell	6,382 -285	-4%	-$27.7K	0.21%	122
2013 Q4	$691K	Sell	6,667 -246	-4%	-$26.1K	0.24%	109
2013 Q3	$724K	Sell	6,913 -100	-1%	-$10.8K	0.29%	105
2013 Q2	$723K	Buy	+7,013	New	+$714K	0.3%	101

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s SJM Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 3,460 shares — an estimated $419K sold.

Buckingham Capital Management (Ohio) first reported a position in SJM in Q2 2013 and held it in 15 quarters. The position peaked at $724K in Q3 2013. 845 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

Buckingham Capital Management (Ohio) reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 3,460 J.M. Smucker shares in Q4 2024, an estimated $419K.
Buckingham Capital Management (Ohio) first reported a position in J.M. Smucker in Q2 2013 and held it in 15 quarters.
Buckingham Capital Management (Ohio)'s J.M. Smucker position peaked at $724K in Q3 2013.
845 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.