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Guidance Capital’s J.M. Smucker SJM Stock Holding History

Guidance Capital’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
-7,824
Closed -$952K – 229
2024
Q3 		$952K Buy
7,824
+336
+4% +$39.6K 0.3% 77
2024
Q2 		$883K Buy
7,488
+859
+13% +$97.2K 0.29% 75
2024
Q1 		$731K Buy
+6,629
New +$839K 0.27% 83

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 $3.38T AUM 44.17% 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

Guidance Capital's SJM Position: Q4 2024 in Review

Guidance Capital sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 7,824 shares — an estimated $952K sold.

Guidance Capital first reported a position in SJM in Q1 2024 and held it in 3 quarters. The position peaked at $952K in Q3 2024. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Guidance Capital reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Guidance Capital sold 7,824 J.M. Smucker shares in Q4 2024, an estimated $952K.
  • Guidance Capital first reported a position in J.M. Smucker in Q1 2024 and held it in 3 quarters.
  • Guidance Capital's J.M. Smucker position peaked at $952K in Q3 2024.
  • 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Guidance Capital's 13F filing for Q4 2024, filed 27 Jan 2025.