CVA
SJM icon

Central Valley Advisors’s J.M. Smucker SJM Stock Holding History

Central Valley 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
Q3 		– Sell
-413
Closed -$287K – 164
2024
Q2 		$287K Buy
+413
New +$46.7K 0.12% 99

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Central Valley Advisors's SJM Position: Q3 2024 in Review

Central Valley Advisors sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 413 shares — an estimated $287K sold.

Central Valley Advisors first reported a position in SJM in Q2 2024 and held it in 1 quarter. The position peaked at $287K in Q2 2024. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Central Valley Advisors reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Central Valley Advisors sold 413 J.M. Smucker shares in Q3 2024, an estimated $287K.
  • Central Valley Advisors first reported a position in J.M. Smucker in Q2 2024 and held it in 1 quarter.
  • Central Valley Advisors's J.M. Smucker position peaked at $287K in Q2 2024.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Central Valley Advisors's 13F filing for Q3 2024, filed 4 Oct 2024.