Cyrus J. Lawrence’s J.M. Smucker SJM Stock Holding History

Cyrus J. Lawrence’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 Q2	–	Sell	-150	Closed	-$18K	–	176
2024 Q1	$18K	Buy	+150	New	+$19K	﹤0.01%	136
2023 Q3	$18K	Hold	150	–	–	﹤0.01%	120
2023 Q2	$22K	Hold	150	–	–	﹤0.01%	126
2023 Q1	$24K	Hold	150	–	–	0.01%	128
2022 Q4	$24K	Hold	150	–	–	0.01%	163
2022 Q3	$20K	Hold	150	–	–	﹤0.01%	157
2022 Q2	$19K	Hold	150	–	–	0.01%	207
2022 Q1	$20K	Buy	+150	New	+$20.4K	﹤0.01%	208

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cyrus J. Lawrence's SJM Position: Q2 2024 in Review

Cyrus J. Lawrence sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 150 shares — an estimated $18K sold.

Cyrus J. Lawrence first reported a position in SJM in Q1 2022 and held it in 8 quarters. The position peaked at $24K in Q1 2023. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

Cyrus J. Lawrence reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
Cyrus J. Lawrence sold 150 J.M. Smucker shares in Q2 2024, an estimated $18K.
Cyrus J. Lawrence first reported a position in J.M. Smucker in Q1 2022 and held it in 8 quarters.
Cyrus J. Lawrence's J.M. Smucker position peaked at $24K in Q1 2023.
852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Cyrus J. Lawrence's 13F filing for Q2 2024, filed 13 Aug 2024.