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Greylin Investment Management’s J.M. Smucker SJM Stock Holding History

Greylin Investment Management’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 		$243K Buy
+2,231
New +$252K 0.04% 72
2020
Q2 		– Sell
-6,253
Closed -$694K – 72
2020
Q1 		$694K Sell
6,253
-3,553
-36% -$380K 0.22% 40
2019
Q4 		$1.02M Buy
9,806
+1,776
+22% +$188K 0.23% 40
2019
Q3 		$883K Buy
8,030
+50
+0.6% +$5.57K 0.21% 44
2019
Q2 		$919K Hold
7,980
– – 0.21% 45
2019
Q1 		$930K Buy
7,980
+46
+0.6% +$4.81K 0.21% 46
2018
Q4 		$742K Buy
+7,934
New +$828K 0.18% 48

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greylin Investment Management's SJM Position: Q2 2024 in Review

Greylin Investment Management opened a new position in J.M. Smucker (SJM) in Q2 2024: 2,231 shares worth $243K. The stake represents 0.04% of the portfolio and ranks #72 among its holdings. This is a return to the name: Greylin Investment Management previously reported a position in SJM as recently as Q1 2020.

Greylin Investment Management first reported a position in SJM in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2019. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Greylin Investment Management held 2,231 shares of J.M. Smucker worth $243K as of Q2 2024.
  • J.M. Smucker was a new Greylin Investment Management position in Q2 2024.
  • J.M. Smucker made up 0.04% of Greylin Investment Management's portfolio in Q2 2024, its #72 holding.
  • Greylin Investment Management first reported a position in J.M. Smucker in Q4 2018 and has held it in 7 quarters since.
  • Greylin Investment Management's J.M. Smucker position peaked at $1.02M in Q4 2019.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Greylin Investment Management's 13F filing for Q2 2024, filed 19 Jul 2024.