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Cornell Pochily Investment Advisors’s J.M. Smucker SJM Stock Holding History

Cornell Pochily Investment 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
-2,206
Closed -$241K – 177
2024
Q2 		$241K Sell
2,206
-132
-6% -$14.9K 0.09% 152
2024
Q1 		$294K Hold
2,338
– – 0.12% 140
2023
Q4 		$295K Hold
2,338
– – 0.12% 145
2023
Q3 		$287K Sell
2,338
-427
-15% -$60.7K 0.13% 144
2023
Q2 		$408K Hold
2,765
– – 0.17% 127
2023
Q1 		$435K Sell
2,765
-53
-2% -$8.05K 0.19% 121
2022
Q4 		$447K Sell
2,818
-359
-11% -$53.5K 0.2% 119
2022
Q3 		$437K Hold
3,177
– – 0.19% 116
2022
Q2 		$407K Sell
3,177
-50
-2% -$6.67K 0.18% 124
2022
Q1 		$437K Sell
3,227
-105
-3% -$14.3K 0.17% 121
2021
Q4 		$453K Hold
3,332
– – 0.18% 114
2021
Q3 		$400K Hold
3,332
– – 0.17% 117
2021
Q2 		$432K Hold
3,332
– – 0.19% 110
2021
Q1 		$422K Hold
3,332
– – 0.2% 104
2020
Q4 		$385K Hold
3,332
– – 0.19% 107
2020
Q3 		$385K Hold
3,332
– – 0.22% 100
2020
Q2 		$353K Hold
3,332
– – 0.22% 97
2020
Q1 		$370K Hold
3,332
– – 0.27% 90
2019
Q4 		$347K Sell
3,332
-235
-7% -$24.9K 0.21% 107
2019
Q3 		$392K Sell
3,567
-116
-3% -$12.9K 0.25% 96
2019
Q2 		$424K Sell
3,683
-65
-2% -$7.94K 0.11% 97
2019
Q1 		$436K Sell
3,748
-35
-0.9% -$3.66K 0.3% 86
2018
Q4 		$353K Sell
3,783
-420
-10% -$43.9K 0.23% 95
2018
Q3 		$431K Sell
4,203
-1,572
-27% -$172K 0.29% 89
2018
Q2 		$620K Buy
5,775
+1
+0% +$112 0.43% 66
2018
Q1 		$716K Buy
5,774
+1
+0% +$125 0.51% 61
2017
Q4 		$717K Buy
+5,773
New +$641K 0.46% 67

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

Cornell Pochily Investment Advisors's SJM Position: Q3 2024 in Review

Cornell Pochily Investment Advisors sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2,206 shares — an estimated $241K sold.

Cornell Pochily Investment Advisors first reported a position in SJM in Q4 2017 and held it in 27 quarters. The position peaked at $717K in Q4 2017. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Cornell Pochily Investment Advisors reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 2,206 J.M. Smucker shares in Q3 2024, an estimated $241K.
  • Cornell Pochily Investment Advisors first reported a position in J.M. Smucker in Q4 2017 and held it in 27 quarters.
  • Cornell Pochily Investment Advisors's J.M. Smucker position peaked at $717K in Q4 2017.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Cornell Pochily Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.