Cavalier Investments’s J.M. Smucker SJM Stock Holding History

Cavalier Investments’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 Q1	–	Sell	-7,388	Closed	-$934K	–	93
2023 Q4	$934K	Sell	7,388 -5,694	-44%	-$660K	0.34%	63
2023 Q3	$1.61M	Buy	13,082 +454	+4%	+$64.5K	0.63%	48
2023 Q2	$1.86M	Buy	+12,628	New	+$1.93M	0.68%	41
2017 Q1	–	Sell	-4,800	Closed	-$615K	–	178
2016 Q4	$615K	Hold	4,800	–	–	0.4%	50
2016 Q3	$651K	Buy	+4,800	New	+$705K	0.4%	60

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cavalier Investments's SJM Position: Q1 2024 in Review

Cavalier Investments sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 7,388 shares — an estimated $934K sold.

Cavalier Investments first reported a position in SJM in Q3 2016 and held it in 5 quarters. The position peaked at $1.86M in Q2 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Cavalier Investments reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Cavalier Investments sold 7,388 J.M. Smucker shares in Q1 2024, an estimated $934K.
Cavalier Investments first reported a position in J.M. Smucker in Q3 2016 and held it in 5 quarters.
Cavalier Investments's J.M. Smucker position peaked at $1.86M in Q2 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Cavalier Investments's 13F filing for Q1 2024, filed 26 Apr 2024.