Cassady Schiller Wealth Management’s J.M. Smucker SJM Stock Holding History

Cassady Schiller Wealth Management’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	$17.5K	Hold	159	–	–	0.01%	291
2024 Q3	$19.2K	Buy	159 +69	+77%	+$8.13K	0.01%	275
2024 Q2	$9.77K	Hold	90	–	–	﹤0.01%	317
2024 Q1	$11.3K	Sell	90 -421	-82%	-$53.3K	0.01%	328
2023 Q4	$72.7K	Buy	511 +406	+387%	+$47K	0.04%	174
2023 Q3	$13K	Sell	105 -166	-61%	-$23.6K	0.01%	313
2023 Q2	$40.1K	Buy	271 +133	+96%	+$20.3K	0.02%	213
2023 Q1	$21.8K	Sell	138 -20	-13%	-$3.04K	0.01%	266
2022 Q4	$25.1K	Buy	+158	New	+$23.5K	0.02%	253
2022 Q1	–	Sell	-121	Closed	-$16K	–	514
2021 Q4	$16K	Buy	+121	New	+$15.4K	0.01%	289

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Cassady Schiller Wealth Management's SJM Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its J.M. Smucker (SJM) position steady in Q4 2024 at 159 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #291.

Cassady Schiller Wealth Management first reported a position in SJM in Q4 2021 and has held it in 10 quarters since. The position peaked at $72.7K in Q4 2023. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

Cassady Schiller Wealth Management held 159 shares of J.M. Smucker worth $17.5K as of Q4 2024.
Cassady Schiller Wealth Management left its J.M. Smucker share count unchanged in Q4 2024.
J.M. Smucker made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #291 holding.
Cassady Schiller Wealth Management first reported a position in J.M. Smucker in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's J.M. Smucker position peaked at $72.7K in Q4 2023.
847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.