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

Criterion 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 		$58.9K Hold
540
– – 0.04% 122
2024
Q3 		$58.9K Hold
540
– – 0.04% 122
2024
Q2 		$58.9K Hold
540
– – 0.04% 122
2024
Q1 		$68K Hold
540
– – 0.05% 113
2023
Q4 		$68.2K Buy
+540
New +$62.6K 0.05% 110

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Criterion Capital Advisors held its J.M. Smucker (SJM) position steady in Q4 2024 at 540 shares worth $58.9K. The position accounts for 0.04% of the portfolio, ranked #122.

Criterion Capital Advisors first reported a position in SJM in Q4 2023 and has held it in 5 quarters since. The position peaked at $68.2K in Q4 2023. 844 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Criterion Capital Advisors held 540 shares of J.M. Smucker worth $58.9K as of Q4 2024.
  • Criterion Capital Advisors left its J.M. Smucker share count unchanged in Q4 2024.
  • J.M. Smucker made up 0.04% of Criterion Capital Advisors's portfolio in Q4 2024, its #122 holding.
  • Criterion Capital Advisors first reported a position in J.M. Smucker in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's J.M. Smucker position peaked at $68.2K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.