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EnRich Financial Partners’s J.M. Smucker SJM Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-100
Closed -$11K – 189
2024
Q4 		$11K Hold
100
– – ﹤0.01% 169
2024
Q3 		$12.1K Hold
100
– – ﹤0.01% 168
2024
Q2 		$10.9K Hold
100
– – ﹤0.01% 171
2024
Q1 		$12.6K Buy
+100
New +$12.7K ﹤0.01% 151

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EnRich Financial Partners's SJM Position: Q1 2025 in Review

EnRich Financial Partners sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 100 shares — an estimated $11K sold.

EnRich Financial Partners first reported a position in SJM in Q1 2024 and held it in 4 quarters. The position peaked at $12.6K in Q1 2024. 835 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • EnRich Financial Partners reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 100 J.M. Smucker shares in Q1 2025, an estimated $11K.
  • EnRich Financial Partners first reported a position in J.M. Smucker in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's J.M. Smucker position peaked at $12.6K in Q1 2024.
  • 835 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.