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First Trust Direct Indexing’s J.M. Smucker SJM Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-6,197
Closed -$750K – 762
2024
Q3 		$750K Buy
6,197
+924
+18% +$109K 0.04% 432
2024
Q2 		$575K Buy
5,273
+97
+2% +$11K 0.04% 464
2024
Q1 		$652K Buy
5,176
+321
+7% +$40.6K 0.05% 400
2023
Q4 		$614K Buy
4,855
+824
+20% +$95.5K 0.05% 399
2023
Q3 		$495K Sell
4,031
-1,269
-24% -$180K 0.06% 404
2023
Q2 		$783K Sell
5,300
-616
-10% -$94K 0.09% 276
2023
Q1 		$931K Buy
5,916
+699
+13% +$106K 0.11% 233
2022
Q4 		$827K Buy
5,217
+25
+0.5% +$3.72K 0.11% 249
2022
Q3 		$713K Buy
5,192
+318
+7% +$43.3K 0.1% 252
2022
Q2 		$624K Sell
4,874
-961
-16% -$128K 0.09% 295
2022
Q1 		$790K Buy
5,835
+1,305
+29% +$178K 0.1% 267
2021
Q4 		$615K Sell
4,530
-2,182
-33% -$278K 0.08% 303
2021
Q3 		$806K Sell
6,712
-3,533
-34% -$449K 0.11% 223
2021
Q2 		$1.33M Buy
10,245
+6,615
+182% +$878K 0.2% 121
2021
Q1 		$459K Buy
3,630
+23
+0.6% +$2.71K 0.12% 232
2020
Q4 		$417K Buy
+3,607
New +$419K 0.11% 225

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 $3.37T AUM 44.26% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Trust Direct Indexing's SJM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 6,197 shares — an estimated $750K sold.

First Trust Direct Indexing first reported a position in SJM in Q4 2020 and held it in 16 quarters. The position peaked at $1.33M in Q2 2021. 846 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,197 J.M. Smucker shares in Q4 2024, an estimated $750K.
  • First Trust Direct Indexing first reported a position in J.M. Smucker in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's J.M. Smucker position peaked at $1.33M in Q2 2021.
  • 846 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.