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Empire Financial Management Company’s J.M. Smucker SJM Stock Holding History

Empire Financial Management Company’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
Q3 		– Sell
-9,853
Closed -$1.07M – 211
2024
Q2 		$1.07M Buy
9,853
+215
+2% +$24.3K 0.36% 77
2024
Q1 		$1.21M Buy
9,638
+93
+1% +$11.8K 0.4% 75
2023
Q4 		$1.21M Buy
9,545
+338
+4% +$39.2K 0.47% 63
2023
Q3 		$1.13M Buy
9,207
+442
+5% +$62.8K 0.49% 60
2023
Q2 		$1.29M Sell
8,765
-286
-3% -$43.6K 0.52% 57
2023
Q1 		$1.42M Buy
+9,051
New +$1.37M 0.58% 56

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Empire Financial Management Company's SJM Position: Q3 2024 in Review

Empire Financial Management Company sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 9,853 shares — an estimated $1.07M sold.

Empire Financial Management Company first reported a position in SJM in Q1 2023 and held it in 6 quarters. The position peaked at $1.42M in Q1 2023. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Empire Financial Management Company reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Empire Financial Management Company sold 9,853 J.M. Smucker shares in Q3 2024, an estimated $1.07M.
  • Empire Financial Management Company first reported a position in J.M. Smucker in Q1 2023 and held it in 6 quarters.
  • Empire Financial Management Company's J.M. Smucker position peaked at $1.42M in Q1 2023.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Empire Financial Management Company's 13F filing for Q3 2024, filed 18 Nov 2024.