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FinTrust Capital Advisors’s J.M. Smucker SJM Stock Holding History

FinTrust Capital Advisors’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
2020
Q3 		– Sell
-1,500
Closed -$18K – 1199
2020
Q2 		$18K Buy
+1,500
New +$169K 0.01% 643

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

FinTrust Capital Advisors's SJM Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its J.M. Smucker (SJM) stake by 13% in Q3 2024, selling an estimated $707 and leaving 40 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

FinTrust Capital Advisors first reported a position in SJM in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.96M in Q1 2021. 843 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • FinTrust Capital Advisors held 40 shares of J.M. Smucker worth $4.84K as of Q3 2024.
  • FinTrust Capital Advisors sold 6 J.M. Smucker shares in Q3 2024, an estimated $707.
  • J.M. Smucker made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1096 holding.
  • FinTrust Capital Advisors first reported a position in J.M. Smucker in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's J.M. Smucker position peaked at $1.96M in Q1 2021.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.