GoalVest Advisory’s J.M. Smucker SJM Stock Holding History

GoalVest 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 Q1	–	Sell	-25	Closed	-$3.16K	–	466
2023 Q4	$3.16K	Buy	+25	New	+$2.9K	﹤0.01%	310
2022 Q2	–	Sell	-5	Closed	-$1K	–	505
2022 Q1	$1K	Buy	+5	New	+$681	﹤0.01%	360

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GoalVest Advisory's SJM Position: Q1 2024 in Review

GoalVest Advisory sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 25 shares — an estimated $3.16K sold.

GoalVest Advisory first reported a position in SJM in Q1 2022 and held it in 2 quarters. The position peaked at $3.16K in Q4 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

GoalVest Advisory reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 25 J.M. Smucker shares in Q1 2024, an estimated $3.16K.
GoalVest Advisory first reported a position in J.M. Smucker in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's J.M. Smucker position peaked at $3.16K in Q4 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.