Global Assets Advisory’s J.M. Smucker SJM Stock Holding History

Global Assets Advisory’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 Q2	–	Sell	-100	Closed	-$12.5K	–	431
2024 Q1	$12.5K	Buy	+100	New	+$12.7K	0.01%	518

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Global Assets Advisory's SJM Position: Q2 2024 in Review

Global Assets Advisory sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 100 shares — an estimated $12.5K sold.

Global Assets Advisory first reported a position in SJM in Q1 2024 and held it in 1 quarter. The position peaked at $12.5K in Q1 2024. 853 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

Global Assets Advisory reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 100 J.M. Smucker shares in Q2 2024, an estimated $12.5K.
Global Assets Advisory first reported a position in J.M. Smucker in Q1 2024 and held it in 1 quarter.
Global Assets Advisory's J.M. Smucker position peaked at $12.5K in Q1 2024.
853 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.