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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return