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Curi RMB Capital’s J.M. Smucker SJM Stock Holding History

Curi RMB Capital’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
-2,770
Closed -$335K – 550
2024
Q3 		$335K Sell
2,770
-27,193
-91% -$3.2M 0.01% 471
2024
Q2 		$3.27M Buy
29,963
+5,121
+21% +$579K 0.08% 221
2024
Q1 		$3.13M Buy
+24,842
New +$3.15M 0.07% 227

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 $3.38T AUM 44.17% 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

Curi RMB Capital's SJM Position: Q4 2024 in Review

Curi RMB Capital sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 2,770 shares — an estimated $335K sold.

Curi RMB Capital first reported a position in SJM in Q1 2024 and held it in 3 quarters. The position peaked at $3.27M in Q2 2024. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Curi RMB Capital reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Curi RMB Capital sold 2,770 J.M. Smucker shares in Q4 2024, an estimated $335K.
  • Curi RMB Capital first reported a position in J.M. Smucker in Q1 2024 and held it in 3 quarters.
  • Curi RMB Capital's J.M. Smucker position peaked at $3.27M in Q2 2024.
  • 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Curi RMB Capital's 13F filing for Q4 2024, filed 13 Feb 2025.