Chad R. Baker’s J.M. Smucker SJM Stock Holding History

Chad R. Baker’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	-1,700	Closed	-$214K	–	54
2024 Q1	$214K	Hold	1,700	–	–	0.05%	53
2023 Q4	$215K	Hold	1,700	–	–	0.05%	52
2023 Q3	$209K	Hold	1,700	–	–	0.05%	53
2023 Q2	$251K	Hold	1,700	–	–	0.06%	52
2023 Q1	$268K	Hold	1,700	–	–	0.07%	50
2022 Q4	$269K	Hold	1,700	–	–	0.08%	48
2022 Q3	$234K	Hold	1,700	–	–	0.07%	50
2022 Q2	$218K	Hold	1,700	–	–	0.06%	50
2022 Q1	$230K	Hold	1,700	–	–	0.05%	51
2021 Q4	$231K	Hold	1,700	–	–	0.05%	50
2021 Q3	$204K	Hold	1,700	–	–	0.05%	51
2021 Q2	$220K	Hold	1,700	–	–	0.05%	51
2021 Q1	$215K	Buy	+1,700	New	+$201K	0.05%	53
2020 Q1	–	Sell	-2,125	Closed	-$221K	–	62
2019 Q4	$221K	Hold	2,125	–	–	0.07%	57
2019 Q3	$234K	Hold	2,125	–	–	0.08%	56
2019 Q2	$245K	Hold	2,125	–	–	0.09%	56
2019 Q1	$248K	Sell	2,125 -21,525	-91%	-$2.25M	0.09%	54
2018 Q4	$2.21M	Sell	23,650 -16,000	-40%	-$1.67M	0.95%	39
2018 Q3	$4.07M	Hold	39,650	–	–	1.48%	31
2018 Q2	$4.26M	Hold	39,650	–	–	1.7%	29
2018 Q1	$4.92M	Buy	39,650 +1,325	+3%	+$165K	1.94%	19
2017 Q4	$4.76M	Hold	38,325	–	–	1.88%	19
2017 Q3	$4.02M	Hold	38,325	–	–	1.58%	26
2017 Q2	$4.54M	Hold	38,325	–	–	1.8%	25
2017 Q1	$5.02M	Buy	+38,325	New	+$5.21M	2.04%	21

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chad R. Baker's SJM Position: Q2 2024 in Review

Chad R. Baker sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,700 shares — an estimated $214K sold.

Chad R. Baker first reported a position in SJM in Q1 2017 and held it in 25 quarters. The position peaked at $5.02M in Q1 2017. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

Chad R. Baker reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
Chad R. Baker sold 1,700 J.M. Smucker shares in Q2 2024, an estimated $214K.
Chad R. Baker first reported a position in J.M. Smucker in Q1 2017 and held it in 25 quarters.
Chad R. Baker's J.M. Smucker position peaked at $5.02M in Q1 2017.
852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Chad R. Baker's 13F filing for Q2 2024, filed 22 Jul 2024.