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Delta Investment Management’s J.M. Smucker SJM Stock Holding History

Delta Investment Management’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
-2,898
Closed -$365K – 231
2024
Q1 		$365K Sell
2,898
-91
-3% -$11.5K 0.08% 147
2023
Q4 		$378K Sell
2,989
-563
-16% -$65.2K 0.09% 131
2023
Q3 		$437K Buy
3,552
+383
+12% +$54.4K 0.12% 101
2023
Q2 		$468K Hold
3,169
– – 0.13% 99
2023
Q1 		$499K Buy
3,169
+87
+3% +$13.2K 0.14% 94
2022
Q4 		$488K Buy
3,082
+331
+12% +$49.3K 0.16% 93
2022
Q3 		$378K Buy
+2,751
New +$375K 0.16% 95
2019
Q4 		– Sell
-1,975
Closed -$217K – 203
2019
Q3 		$217K Sell
1,975
-63
-3% -$7.02K 0.11% 105
2019
Q2 		$234K Buy
+2,038
New +$249K 0.13% 104

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Delta Investment Management's SJM Position: Q2 2024 in Review

Delta Investment Management sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 2,898 shares — an estimated $365K sold.

Delta Investment Management first reported a position in SJM in Q2 2019 and held it in 9 quarters. The position peaked at $499K in Q1 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Delta Investment Management reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Delta Investment Management sold 2,898 J.M. Smucker shares in Q2 2024, an estimated $365K.
  • Delta Investment Management first reported a position in J.M. Smucker in Q2 2019 and held it in 9 quarters.
  • Delta Investment Management's J.M. Smucker position peaked at $499K in Q1 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Delta Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.