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C.M. Bidwell & Associates’s J.M. Smucker SJM Stock Holding History

C.M. Bidwell & Associates’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
2023
Q4 		– Sell
-766
Closed -$94.1K – 567
2023
Q3 		$94.1K Buy
+766
New +$109K 0.07% 244
2021
Q3 		– Sell
-516
Closed -$67K – 608
2021
Q2 		$67K Buy
516
+47
+10% +$6.24K 0.04% 276
2021
Q1 		$59K Buy
+469
New +$55.4K 0.04% 291
2020
Q4 		– Sell
-901
Closed -$104K – 535
2020
Q3 		$104K Buy
+901
New +$100K 0.1% 204
2020
Q2 		– Sell
-911
Closed -$101K – 455
2020
Q1 		$101K Buy
+911
New +$97.4K 0.11% 170
2014
Q3 		– Sell
-3,040
Closed -$324K – 281
2014
Q2 		$324K Buy
+3,040
New +$305K 0.07% 110

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

C.M. Bidwell & Associates's SJM Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 766 shares — an estimated $94.1K sold.

C.M. Bidwell & Associates first reported a position in SJM in Q2 2014 and held it in 6 quarters. The position peaked at $324K in Q2 2014. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 766 J.M. Smucker shares in Q4 2023, an estimated $94.1K.
  • C.M. Bidwell & Associates first reported a position in J.M. Smucker in Q2 2014 and held it in 6 quarters.
  • C.M. Bidwell & Associates's J.M. Smucker position peaked at $324K in Q2 2014.
  • 900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.