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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
2018
Q3 		– Sell
-15
Closed -$1K – 527
2018
Q2 		$1K Hold
15
– – ﹤0.01% 485
2018
Q1 		$7K Hold
15
– – ﹤0.01% 368
2017
Q4 		$6K Hold
15
– – ﹤0.01% 380
2017
Q3 		$1K Hold
15
– – ﹤0.01% 428
2017
Q2 		$4K Hold
15
– – ﹤0.01% 458
2017
Q1 		$12K Buy
+15
New +$2.04K ﹤0.01% 406
2016
Q3 		– Sell
-235
Closed -$203K – 514
2016
Q2 		$203K Buy
+235
New +$31.3K 0.04% 257
2016
Q1 		– Sell
-135
Closed -$248K – 613
2015
Q4 		$248K Hold
135
– – 0.04% 233
2015
Q3 		$149K Buy
+135
New +$15.1K 0.02% 301

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $618B AUM 30.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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. 844 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.
  • 844 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.