Duality Advisers’s J.M. Smucker SJM Stock Holding History

Duality Advisers’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	-7,339	Closed	-$924K	–	455
2024 Q1	$924K	Buy	+7,339	New	+$929K	0.09%	345
2023 Q4	–	Sell	-39,546	Closed	-$4.86M	–	732
2023 Q3	$4.86M	Buy	+39,546	New	+$5.62M	0.59%	13
2022 Q3	–	Sell	-27,808	Closed	-$3.56M	–	713
2022 Q2	$3.56M	Buy	+27,808	New	+$3.71M	0.35%	72
2021 Q4	–	Sell	-45,629	Closed	-$5.48M	–	668
2021 Q3	$5.48M	Buy	45,629 +24,250	+113%	+$3.08M	0.42%	64
2021 Q2	$2.77M	Buy	+21,379	New	+$2.84M	0.25%	137
2021 Q1	–	Sell	-3,761	Closed	-$435K	–	678
2020 Q4	$435K	Buy	+3,761	New	+$437K	0.03%	457
2019 Q3	–	Sell	-88,180	Closed	-$10.2M	–	387
2019 Q2	$10.2M	Buy	+88,180	New	+$10.8M	0.89%	20

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Duality Advisers's SJM Position: Q2 2024 in Review

Duality Advisers sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 7,339 shares — an estimated $924K sold.

Duality Advisers first reported a position in SJM in Q2 2019 and held it in 7 quarters. The position peaked at $10.2M in Q2 2019. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

Duality Advisers reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 7,339 J.M. Smucker shares in Q2 2024, an estimated $924K.
Duality Advisers first reported a position in J.M. Smucker in Q2 2019 and held it in 7 quarters.
Duality Advisers's J.M. Smucker position peaked at $10.2M in Q2 2019.
851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.