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Geller Advisors’s J.M. Smucker SJM Stock Holding History

Geller 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
2024
Q4 		– Sell
-2,023
Closed -$245K – 274
2024
Q3 		$245K Buy
+2,023
New +$238K 0.02% 231
2024
Q2 		– Sell
-1,700
Closed -$214K – 280
2024
Q1 		$214K Sell
1,700
-124
-7% -$15.7K 0.02% 258
2023
Q4 		$231K Buy
+1,824
New +$211K 0.02% 240

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geller Advisors's SJM Position: Q4 2024 in Review

Geller Advisors sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 2,023 shares — an estimated $245K sold.

Geller Advisors first reported a position in SJM in Q4 2023 and held it in 3 quarters. The position peaked at $245K in Q3 2024. 844 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Geller Advisors reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Geller Advisors sold 2,023 J.M. Smucker shares in Q4 2024, an estimated $245K.
  • Geller Advisors first reported a position in J.M. Smucker in Q4 2023 and held it in 3 quarters.
  • Geller Advisors's J.M. Smucker position peaked at $245K in Q3 2024.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.