First Personal Financial Services’s J.M. Smucker SJM Stock Holding History

First Personal Financial Services’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	$2.95K	Buy	24 +1	+4%	+$118	﹤0.01%	353
2024 Q2	$2.55K	Hold	23	–	–	﹤0.01%	327
2024 Q1	$2.94K	Hold	23	–	–	﹤0.01%	321
2023 Q4	$2.95K	Hold	23	–	–	﹤0.01%	348
2023 Q3	$2.87K	Hold	23	–	–	﹤0.01%	358
2023 Q2	$3.45K	Hold	23	–	–	﹤0.01%	348
2023 Q1	$3.67K	Buy	+23	New	+$3.49K	﹤0.01%	368
2019 Q4	–	Sell	-6	Closed	-$1K	–	573
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	503
2019 Q2	$1K	Buy	+6	New	+$733	﹤0.01%	753
2018 Q4	–	Sell	-320	Closed	-$33K	–	686
2018 Q3	$33K	Buy	320 +40	+14%	+$4.37K	0.01%	338
2018 Q2	$30K	Sell	280 -155	-36%	-$17.4K	0.01%	343
2018 Q1	$54K	Buy	435 +280	+181%	+$35K	0.01%	424
2017 Q4	$19K	Hold	155	–	–	﹤0.01%	660
2017 Q3	$16K	Hold	155	–	–	﹤0.01%	623
2017 Q2	$18K	Hold	155	–	–	﹤0.01%	604
2017 Q1	$20K	Sell	155 -3	-2%	-$408	﹤0.01%	569
2016 Q4	$20K	Buy	158 +3	+2%	+$389	0.01%	552
2016 Q3	$21K	Sell	155 -85	-35%	-$12.5K	0.01%	432
2016 Q2	$37K	Buy	+240	New	+$31.9K	0.01%	321

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Personal Financial Services's SJM Position: Q3 2024 in Review

First Personal Financial Services increased its J.M. Smucker (SJM) stake by 4.3% in Q3 2024, buying an estimated $118 and bringing the position to 24 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

First Personal Financial Services first reported a position in SJM in Q2 2016 and has held it in 19 quarters since. The position peaked at $54K in Q1 2018. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

First Personal Financial Services held 24 shares of J.M. Smucker worth $2.95K as of Q3 2024.
First Personal Financial Services bought 1 J.M. Smucker share in Q3 2024, an estimated $118.
J.M. Smucker made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #353 holding.
First Personal Financial Services first reported a position in J.M. Smucker in Q2 2016 and has held it in 19 quarters since.
First Personal Financial Services's J.M. Smucker position peaked at $54K in Q1 2018.
844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.