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Cary Street Partners Investment Advisory’s J.M. Smucker SJM Stock Holding History

Cary Street Partners Investment Advisory’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
-1,940
Closed -$235K – 716
2024
Q3 		$235K Sell
1,940
-157
-7% -$18.5K 0.01% 679
2024
Q2 		$229K Buy
2,097
+230
+12% +$26K 0.01% 674
2024
Q1 		$235K Sell
1,867
-102
-5% -$12.9K 0.01% 626
2023
Q4 		$249K Sell
1,969
-694
-26% -$80.4K 0.01% 563
2023
Q3 		$327K Sell
2,663
-70
-3% -$9.94K 0.02% 463
2023
Q2 		$404K Buy
2,733
+112
+4% +$17.1K 0.03% 392
2023
Q1 		$412K Sell
2,621
-45
-2% -$6.83K 0.03% 368
2022
Q4 		$422K Buy
2,666
+20
+0.8% +$2.98K 0.03% 356
2022
Q3 		$364K Buy
2,646
+106
+4% +$14.4K 0.03% 356
2022
Q2 		$325K Buy
+2,540
New +$339K 0.03% 348
2020
Q4 		– Sell
-385
Closed -$44K – 777
2020
Q3 		$44K Buy
+385
New +$42.9K 0.01% 510

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

Cary Street Partners Investment Advisory's SJM Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 1,940 shares — an estimated $235K sold.

Cary Street Partners Investment Advisory first reported a position in SJM in Q3 2020 and held it in 11 quarters. The position peaked at $422K in Q4 2022. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,940 J.M. Smucker shares in Q4 2024, an estimated $235K.
  • Cary Street Partners Investment Advisory first reported a position in J.M. Smucker in Q3 2020 and held it in 11 quarters.
  • Cary Street Partners Investment Advisory's J.M. Smucker position peaked at $422K in Q4 2022.
  • 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.