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EMFO LLC’s J.M. Smucker SJM Stock Holding History

EMFO LLC’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 		$14K Hold
128
– – 0.01% 210
2024
Q1 		$16.1K Hold
128
– – 0.01% 206
2023
Q4 		$16.2K Hold
128
– – 0.01% 204
2023
Q3 		$15.7K Hold
128
– – 0.01% 211
2023
Q2 		$18.9K Hold
128
– – 0.02% 208
2023
Q1 		$20.1K Hold
128
– – 0.02% 208
2022
Q4 		$20.3K Sell
128
-436
-77% -$65K 0.02% 196
2022
Q3 		$77K Hold
564
– – 0.07% 152
2022
Q2 		$72K Hold
564
– – 0.07% 157
2022
Q1 		$76K Hold
564
– – 0.07% 170
2021
Q4 		$77K Hold
564
– – 0.07% 166
2021
Q3 		$68K Hold
564
– – 0.06% 176
2021
Q2 		$73K Buy
+564
New +$74.9K 0.06% 172

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

EMFO LLC's SJM Position: Q2 2024 in Review

EMFO LLC held its J.M. Smucker (SJM) position steady in Q2 2024 at 128 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #210.

EMFO LLC first reported a position in SJM in Q2 2021 and has held it in 13 quarters since. The position peaked at $77K in Q3 2022. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • EMFO LLC held 128 shares of J.M. Smucker worth $14K as of Q2 2024.
  • EMFO LLC left its J.M. Smucker share count unchanged in Q2 2024.
  • J.M. Smucker made up 0.01% of EMFO LLC's portfolio in Q2 2024, its #210 holding.
  • EMFO LLC first reported a position in J.M. Smucker in Q2 2021 and has held it in 13 quarters since.
  • EMFO LLC's J.M. Smucker position peaked at $77K in Q3 2022.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.