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Concourse Financial Group Securities’s J.M. Smucker SJM Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,247
Closed -$127K – 1722
2024
Q4 		$127K Buy
1,247
+927
+290% +$107K 0.01% 871
2024
Q3 		$38.8K Sell
320
-39
-11% -$4.59K ﹤0.01% 1276
2024
Q2 		$39.1K Buy
359
+18
+5% +$2.04K ﹤0.01% 1282
2024
Q1 		$42.9K Sell
341
-560
-62% -$70.9K ﹤0.01% 1245
2023
Q4 		$114K Buy
901
+307
+52% +$35.6K 0.01% 858
2023
Q3 		$73K Buy
594
+272
+84% +$38.6K 0.01% 950
2023
Q2 		$47.5K Sell
322
-225
-41% -$34.3K ﹤0.01% 1111
2023
Q1 		$86.1K Sell
547
-7,614
-93% -$1.16M 0.01% 912
2022
Q4 		$1.29M Buy
8,161
+238
+3% +$35.5K 0.1% 213
2022
Q3 		$1.09M Buy
7,923
+1,265
+19% +$172K 0.1% 198
2022
Q2 		$852K Sell
6,658
-23
-0.3% -$3.07K 0.07% 278
2022
Q1 		$905K Sell
6,681
-1,892
-22% -$258K 0.07% 290
2021
Q4 		$1.16M Buy
8,573
+868
+11% +$111K 0.07% 290
2021
Q3 		$925K Buy
7,705
+177
+2% +$22.5K 0.06% 328
2021
Q2 		$975K Buy
7,528
+1,059
+16% +$141K 0.06% 307
2021
Q1 		$819K Buy
6,469
+1,746
+37% +$206K 0.06% 314
2020
Q4 		$546K Buy
4,723
+680
+17% +$79K 0.04% 373
2020
Q3 		$467K Buy
4,043
+591
+17% +$65.9K 0.04% 353
2020
Q2 		$365K Buy
3,452
+812
+31% +$91.2K 0.04% 378
2020
Q1 		$293K Buy
2,640
+163
+7% +$17.4K 0.03% 371
2019
Q4 		$258K Buy
2,477
+1,692
+216% +$179K 0.03% 434
2019
Q3 		$86K Sell
785
-1,306
-62% -$146K 0.02% 471
2019
Q2 		$241K Buy
2,091
+98
+5% +$12K 0.02% 425
2019
Q1 		$232K Buy
1,993
+86
+5% +$8.99K 0.02% 435
2018
Q4 		$178K Buy
1,907
+624
+49% +$65.2K 0.02% 459
2018
Q3 		$132K Buy
+1,283
New +$140K 0.04% 364

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concourse Financial Group Securities's SJM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 1,247 shares — an estimated $127K sold.

Concourse Financial Group Securities first reported a position in SJM in Q3 2018 and held it in 26 quarters. The position peaked at $1.29M in Q4 2022. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,247 J.M. Smucker shares in Q1 2025, an estimated $127K.
  • Concourse Financial Group Securities first reported a position in J.M. Smucker in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's J.M. Smucker position peaked at $1.29M in Q4 2022.
  • 834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.