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

Catalyst Capital 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	-321	Closed	-$38.9K	–	575
2024 Q3	$38.9K	Buy	+321	New	+$37.8K	﹤0.01%	369
2023 Q3	–	Sell	-15,800	Closed	-$2.33M	–	444
2023 Q2	$2.33M	Sell	15,800 -800	-5%	-$122K	0.07%	111
2023 Q1	$2.61M	Buy	+16,600	New	+$2.52M	0.08%	100
2016 Q1	–	Sell	-2,500	Closed	-$308K	–	614
2015 Q4	$308K	Sell	2,500 -12,500	-83%	-$1.49M	0.04%	224
2015 Q3	$1.71M	Buy	+15,000	New	+$1.67M	0.23%	106
2015 Q1	–	Sell	-4,773	Closed	-$482K	–	526
2014 Q4	$482K	Buy	+4,773	New	+$484K	0.06%	241
2014 Q2	–	Sell	-2,600	Closed	-$253K	–	412
2014 Q1	$253K	Buy	+2,600	New	+$253K	0.06%	252

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

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

Catalyst Capital Advisors sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 321 shares — an estimated $38.9K sold.

Catalyst Capital Advisors first reported a position in SJM in Q1 2014 and held it in 7 quarters. The position peaked at $2.61M in Q1 2023. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

Catalyst Capital Advisors reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
Catalyst Capital Advisors sold 321 J.M. Smucker shares in Q4 2024, an estimated $38.9K.
Catalyst Capital Advisors first reported a position in J.M. Smucker in Q1 2014 and held it in 7 quarters.
Catalyst Capital Advisors's J.M. Smucker position peaked at $2.61M in Q1 2023.
847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

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