Centerpoint Advisors’s J.M. Smucker SJM Stock Holding History

Centerpoint 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 Q2	–	Sell	-12	Closed	-$2K	–	470
2024 Q1	$2K	Hold	12	–	–	﹤0.01%	397
2023 Q4	$2K	Hold	12	–	–	﹤0.01%	392
2023 Q3	$1K	Buy	+12	New	+$1.71K	﹤0.01%	538

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Centerpoint Advisors's SJM Position: Q2 2024 in Review

Centerpoint Advisors sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 12 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in SJM in Q3 2023 and held it in 3 quarters. The position peaked at $2K in Q1 2024. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

Centerpoint Advisors reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
Centerpoint Advisors sold 12 J.M. Smucker shares in Q2 2024, an estimated $2K.
Centerpoint Advisors first reported a position in J.M. Smucker in Q3 2023 and held it in 3 quarters.
Centerpoint Advisors's J.M. Smucker position peaked at $2K in Q1 2024.
851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Centerpoint Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.