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Evermay Wealth Management’s J.M. Smucker SJM Stock Holding History

Evermay Wealth 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
-30
Closed -$3.78K – 629
2024
Q1 		$3.78K Sell
30
-30
-50% -$3.8K ﹤0.01% 511
2023
Q4 		$7.58K Hold
60
– – ﹤0.01% 467
2023
Q3 		$7.38K Buy
+60
New +$8.52K ﹤0.01% 452

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

Evermay Wealth Management's SJM Position: Q2 2024 in Review

Evermay Wealth Management sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 30 shares — an estimated $3.78K sold.

Evermay Wealth Management first reported a position in SJM in Q3 2023 and held it in 3 quarters. The position peaked at $7.58K in Q4 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Evermay Wealth Management reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 30 J.M. Smucker shares in Q2 2024, an estimated $3.78K.
  • Evermay Wealth Management first reported a position in J.M. Smucker in Q3 2023 and held it in 3 quarters.
  • Evermay Wealth Management's J.M. Smucker position peaked at $7.58K in Q4 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.