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Freestone Capital Holdings’s J.M. Smucker SJM Stock Holding History

Freestone Capital Holdings’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
-2,490
Closed -$302K – 469
2024
Q3 		$302K Buy
2,490
+100
+4% +$11.8K 0.01% 356
2024
Q2 		$261K Sell
2,390
-221
-8% -$25K 0.01% 404
2024
Q1 		$329K Sell
2,611
-2,271
-47% -$288K 0.01% 359
2023
Q4 		$617K Sell
4,882
-693
-12% -$80.3K 0.03% 248
2023
Q3 		$685K Sell
5,575
-1,317
-19% -$187K 0.04% 214
2023
Q2 		$1.02M Sell
6,892
-709
-9% -$108K 0.04% 187
2023
Q1 		$1.2M Sell
7,601
-320
-4% -$48.6K 0.05% 177
2022
Q4 		$1.26M Sell
7,921
-7,516
-49% -$1.12M 0.06% 174
2022
Q3 		$2.12M Sell
15,437
-6,931
-31% -$944K 0.1% 136
2022
Q2 		$2.86M Sell
22,368
-2,993
-12% -$399K 0.11% 131
2022
Q1 		$3.43M Sell
25,361
-195
-0.8% -$26.6K 0.14% 146
2021
Q4 		$3.47M Sell
25,556
-371
-1% -$47.3K 0.15% 141
2021
Q3 		$3.11M Sell
25,927
-397
-2% -$50.5K 0.16% 145
2021
Q2 		$3.41M Buy
26,324
+31
+0.1% +$4.12K 0.17% 142
2021
Q1 		$3.33M Sell
26,293
-621
-2% -$73.3K 0.18% 134
2020
Q4 		$3.11M Buy
26,914
+10,002
+59% +$1.16M 0.18% 133
2020
Q3 		$1.95M Buy
+16,912
New +$1.89M 0.13% 154

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

Freestone Capital Holdings's SJM Position: Q4 2024 in Review

Freestone Capital Holdings sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 2,490 shares — an estimated $302K sold.

Freestone Capital Holdings first reported a position in SJM in Q3 2020 and held it in 17 quarters. The position peaked at $3.47M in Q4 2021. 846 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Freestone Capital Holdings reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Freestone Capital Holdings sold 2,490 J.M. Smucker shares in Q4 2024, an estimated $302K.
  • Freestone Capital Holdings first reported a position in J.M. Smucker in Q3 2020 and held it in 17 quarters.
  • Freestone Capital Holdings's J.M. Smucker position peaked at $3.47M in Q4 2021.
  • 846 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Freestone Capital Holdings's 13F filing for Q4 2024, filed 6 Feb 2025.