Caitlin John’s J.M. Smucker SJM Stock Holding History

Caitlin John’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	-6	Closed	-$775	–	937
2024 Q1	$775	Sell	6 -2	-25%	-$253	﹤0.01%	772
2023 Q4	$1.02K	Buy	+8	New	+$927	﹤0.01%	756

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Caitlin John's SJM Position: Q2 2024 in Review

Caitlin John sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 6 shares — an estimated $775 sold.

Caitlin John first reported a position in SJM in Q4 2023 and held it in 2 quarters. The position peaked at $1.02K in Q4 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

Caitlin John reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
Caitlin John sold 6 J.M. Smucker shares in Q2 2024, an estimated $775.
Caitlin John first reported a position in J.M. Smucker in Q4 2023 and held it in 2 quarters.
Caitlin John's J.M. Smucker position peaked at $1.02K in Q4 2023.
851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Caitlin John's 13F filing for Q2 2024, filed 27 Jan 2025.