Carmichael Hill & Associates’s J.M. Smucker SJM Stock Holding History

Carmichael Hill & 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
2024 Q3	–	Sell	-11	Closed	-$1.2K	–	804
2024 Q2	$1.2K	Hold	11	–	–	﹤0.01%	723
2024 Q1	$1.39K	Sell	11 -3	-21%	-$380	﹤0.01%	707
2023 Q4	$1.77K	Hold	14	–	–	﹤0.01%	715
2023 Q3	$1.72K	Hold	14	–	–	﹤0.01%	707
2023 Q2	$2.07K	Hold	14	–	–	﹤0.01%	700
2023 Q1	$2.2K	Hold	14	–	–	﹤0.01%	692
2022 Q4	$2.22K	Hold	14	–	–	﹤0.01%	681
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	749
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	732
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	753
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	765
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	755
2021 Q2	$2K	Sell	14 -8	-36%	-$1.06K	﹤0.01%	740
2021 Q1	$3K	Hold	22	–	–	﹤0.01%	699
2020 Q4	$3K	Hold	22	–	–	﹤0.01%	677
2020 Q3	$3K	Hold	22	–	–	﹤0.01%	641
2020 Q2	$2K	Hold	22	–	–	﹤0.01%	638
2020 Q1	$2K	Hold	22	–	–	﹤0.01%	624
2019 Q4	$2K	Buy	+22	New	+$2.33K	﹤0.01%	643

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

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

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

Carmichael Hill & Associates's SJM Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 11 shares — an estimated $1.2K sold.

Carmichael Hill & Associates first reported a position in SJM in Q4 2019 and held it in 19 quarters. The position peaked at $3K in Q1 2021. 843 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

Carmichael Hill & Associates reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 11 J.M. Smucker shares in Q3 2024, an estimated $1.2K.
Carmichael Hill & Associates first reported a position in J.M. Smucker in Q4 2019 and held it in 19 quarters.
Carmichael Hill & Associates's J.M. Smucker position peaked at $3K in Q1 2021.
843 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.