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Guyasuta Investment Advisors’s J.M. Smucker SJM Stock Holding History

Guyasuta Investment 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
Q3 		– Sell
-1,603
Closed -$203K – 277
2024
Q2 		$203K Hold
1,603
– – 0.01% 243
2024
Q1 		$203K Hold
1,603
– – 0.01% 245
2023
Q4 		$203K Sell
1,603
-4,000
-71% -$463K 0.01% 245
2023
Q3 		$689K Buy
+5,603
New +$796K 0.05% 125
2017
Q4 		– Sell
-3,570
Closed -$375K – 226
2017
Q3 		$375K Buy
3,570
+845
+31% +$96.5K 0.05% 159
2017
Q2 		$322K Sell
2,725
-3,095
-53% -$391K 0.04% 170
2017
Q1 		$763K Buy
5,820
+750
+15% +$102K 0.09% 117
2016
Q4 		$649K Buy
5,070
+2,495
+97% +$323K 0.08% 122
2016
Q3 		$349K Buy
+2,575
New +$378K 0.04% 158

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Guyasuta Investment Advisors's SJM Position: Q3 2024 in Review

Guyasuta Investment Advisors sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 1,603 shares — an estimated $203K sold.

Guyasuta Investment Advisors first reported a position in SJM in Q3 2016 and held it in 9 quarters. The position peaked at $763K in Q1 2017. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Guyasuta Investment Advisors reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Guyasuta Investment Advisors sold 1,603 J.M. Smucker shares in Q3 2024, an estimated $203K.
  • Guyasuta Investment Advisors first reported a position in J.M. Smucker in Q3 2016 and held it in 9 quarters.
  • Guyasuta Investment Advisors's J.M. Smucker position peaked at $763K in Q1 2017.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Guyasuta Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.