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Cobblestone Capital Advisors’s J.M. Smucker SJM Stock Holding History

Cobblestone Capital 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
Q4 		– Sell
-1,785
Closed -$216K – 302
2024
Q3 		$216K Buy
+1,785
New +$210K 0.01% 274
2024
Q2 		– Sell
-1,785
Closed -$225K – 287
2024
Q1 		$225K Buy
+1,785
New +$226K 0.01% 260
2023
Q2 		– Sell
-1,345
Closed -$212K – 277
2023
Q1 		$212K Sell
1,345
-61
-4% -$9.27K 0.02% 257
2022
Q4 		$223K Buy
+1,406
New +$209K 0.02% 254

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Cobblestone Capital Advisors's SJM Position: Q4 2024 in Review

Cobblestone Capital Advisors sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 1,785 shares — an estimated $216K sold.

Cobblestone Capital Advisors first reported a position in SJM in Q4 2022 and held it in 4 quarters. The position peaked at $225K in Q1 2024. 846 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Cobblestone Capital Advisors reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 1,785 J.M. Smucker shares in Q4 2024, an estimated $216K.
  • Cobblestone Capital Advisors first reported a position in J.M. Smucker in Q4 2022 and held it in 4 quarters.
  • Cobblestone Capital Advisors's J.M. Smucker position peaked at $225K in Q1 2024.
  • 846 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Cobblestone Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.