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

Cetera 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 Q1	$1.5M	Buy	11,906 +2,077	+21%	+$263K	0.01%	958
2023 Q4	$1.24M	Sell	9,829 -827	-8%	-$95.8K	0.02%	686
2023 Q3	$1.31M	Buy	10,656 +39	+0.4%	+$5.54K	0.02%	619
2023 Q2	$1.57M	Buy	10,617 +495	+5%	+$75.5K	0.02%	550
2023 Q1	$1.59M	Sell	10,122 -2,556	-20%	-$388K	0.03%	524
2022 Q4	$2.01M	Buy	12,678 +3,389	+36%	+$505K	0.04%	439
2022 Q3	$1.28M	Buy	9,289 +113	+1%	+$15.4K	0.03%	463
2022 Q2	$1.18M	Sell	9,176 -374	-4%	-$49.9K	0.03%	514
2022 Q1	$1.29M	Sell	9,550 -369	-4%	-$50.3K	0.03%	529
2021 Q4	$1.35M	Buy	9,919 +59	+0.6%	+$7.52K	0.03%	499
2021 Q3	$1.18M	Buy	9,860 +716	+8%	+$91K	0.02%	554
2021 Q2	$1.19M	Buy	9,144 +96	+1%	+$12.7K	0.03%	494
2021 Q1	$1.15M	Buy	9,048 +2,267	+33%	+$268K	0.03%	439
2020 Q4	$784K	Buy	6,781 +619	+10%	+$71.9K	0.03%	487
2020 Q3	$712K	Buy	6,162 +701	+13%	+$78.1K	0.03%	451
2020 Q2	$578K	Buy	5,461 +336	+7%	+$37.8K	0.02%	489
2020 Q1	$569K	Sell	5,125 -259	-5%	-$27.7K	0.03%	434
2019 Q4	$560K	Sell	5,384 -160	-3%	-$16.9K	0.02%	524
2019 Q3	$610K	Sell	5,544 -89	-2%	-$9.92K	0.03%	479
2019 Q2	$651K	Sell	5,633 -78	-1%	-$9.52K	0.03%	478
2019 Q1	$666K	Sell	5,711 -814	-12%	-$85.1K	0.03%	417
2018 Q4	$608K	Buy	6,525 +1,000	+18%	+$104K	0.04%	423
2018 Q3	$569K	Buy	5,525 +1,358	+33%	+$148K	0.03%	514
2018 Q2	$452K	Sell	4,167 -150	-3%	-$16.8K	0.03%	534
2018 Q1	$536K	Sell	4,317 -627	-13%	-$78.3K	0.03%	454
2017 Q4	$615K	Buy	4,944 +218	+5%	+$24.2K	0.04%	391
2017 Q3	$496K	Sell	4,726 -1,149	-20%	-$131K	0.03%	466
2017 Q2	$698K	Sell	5,875 -246	-4%	-$31.1K	0.04%	379
2017 Q1	$801K	Buy	6,121 +1,046	+21%	+$142K	0.05%	340
2016 Q4	$652K	Buy	5,075 +435	+9%	+$56.4K	0.05%	350
2016 Q3	$630K	Sell	4,640 -1,578	-25%	-$232K	0.05%	354
2016 Q2	$949K	Buy	6,218 +2,015	+48%	+$268K	0.07%	271
2016 Q1	$544K	Buy	4,203 +533	+15%	+$67.2K	0.05%	383
2015 Q4	$451K	Buy	3,670 +445	+14%	+$53K	0.04%	424
2015 Q3	$365K	Buy	3,225 +993	+44%	+$111K	0.03%	437
2015 Q2	$241K	Buy	2,232 +56	+3%	+$6.48K	0.02%	598
2015 Q1	$254K	Buy	2,176 +86	+4%	+$9.43K	0.02%	555
2014 Q4	$211K	Buy	2,090 +11	+0.5%	+$1.11K	0.02%	588
2014 Q3	$206K	Buy	+2,079	New	+$213K	0.02%	546

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

Cetera Advisors's SJM Position: Q1 2024 in Review

Cetera Advisors increased its J.M. Smucker (SJM) stake by 21% in Q1 2024, buying an estimated $263K and bringing the position to 11,906 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #958.

Cetera Advisors first reported a position in SJM in Q3 2014 and has held it in 39 quarters since. The position peaked at $2.01M in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Cetera Advisors held 11,906 shares of J.M. Smucker worth $1.5M as of Q1 2024.
Cetera Advisors bought 2,077 J.M. Smucker shares in Q1 2024, an estimated $263K.
J.M. Smucker made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #958 holding.
Cetera Advisors first reported a position in J.M. Smucker in Q3 2014 and has held it in 39 quarters since.
Cetera Advisors's J.M. Smucker position peaked at $2.01M in Q4 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.