BSW
SJM icon

Buckingham Strategic Wealth’s J.M. Smucker SJM Stock Holding History

Buckingham Strategic 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
2024
Q2 		– Sell
-1,826
Closed -$230K – 837
2024
Q1 		$230K Sell
1,826
-131
-7% -$16.6K ﹤0.01% 668
2023
Q4 		$247K Sell
1,957
-51
-3% -$5.91K ﹤0.01% 626
2023
Q3 		$247K Sell
2,008
-132
-6% -$18.8K ﹤0.01% 577
2023
Q2 		$316K Buy
+2,140
New +$326K ﹤0.01% 524
2014
Q3 		– Sell
-1,917
Closed -$204K – 192
2014
Q2 		$204K Buy
+1,917
New +$192K 0.09% 161

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

Buckingham Strategic Wealth's SJM Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,826 shares — an estimated $230K sold.

Buckingham Strategic Wealth first reported a position in SJM in Q2 2014 and held it in 5 quarters. The position peaked at $316K in Q2 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,826 J.M. Smucker shares in Q2 2024, an estimated $230K.
  • Buckingham Strategic Wealth first reported a position in J.M. Smucker in Q2 2014 and held it in 5 quarters.
  • Buckingham Strategic Wealth's J.M. Smucker position peaked at $316K in Q2 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.