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Capital Performance Advisors’s J.M. Smucker SJM Stock Holding History

Capital Performance Advisors’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
-15
Closed -$1.82K – 2262
2024
Q3 		$1.82K Buy
+15
New +$1.77K ﹤0.01% 1611

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Capital Performance Advisors's SJM Position: Q4 2024 in Review

Capital Performance Advisors sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 15 shares — an estimated $1.82K sold.

Capital Performance Advisors first reported a position in SJM in Q3 2024 and held it in 1 quarter. The position peaked at $1.82K in Q3 2024. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Capital Performance Advisors reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 15 J.M. Smucker shares in Q4 2024, an estimated $1.82K.
  • Capital Performance Advisors first reported a position in J.M. Smucker in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's J.M. Smucker position peaked at $1.82K in Q3 2024.
  • 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.