Hodges Capital Management’s J.M. Smucker SJM Stock Holding History

Hodges Capital 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 Q4	–	Sell	-2,500	Closed	-$303K	–	222
2024 Q3	$303K	Buy	+2,500	New	+$295K	0.02%	194
2023 Q4	–	Sell	-2,731	Closed	-$336K	–	226
2023 Q3	$336K	Buy	+2,731	New	+$388K	0.04%	185
2023 Q2	–	Sell	-8,906	Closed	-$1.36M	–	153
2023 Q1	$1.21M	Buy	8,906 +3,322	+59%	+$505K	0.1%	145
2022 Q4	$885K	Buy	+5,584	New	+$832K	0.08%	153
2020 Q3	–	Sell	-2,752	Closed	-$291K	–	223
2020 Q2	$291K	Buy	+2,752	New	+$309K	0.06%	159
2020 Q1	–	Sell	-2,852	Closed	-$297K	–	217
2019 Q4	$297K	Sell	2,852 -2,050	-42%	-$217K	0.04%	173
2019 Q3	$539K	Sell	4,902 -100	-2%	-$11.1K	0.06%	144
2019 Q2	$576K	Buy	5,002 +1,150	+30%	+$140K	0.06%	142
2019 Q1	$449K	Buy	+3,852	New	+$403K	0.05%	175

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

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

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

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

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Hodges Capital Management's SJM Position: Q4 2024 in Review

Hodges Capital Management sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 2,500 shares — an estimated $303K sold.

Hodges Capital Management first reported a position in SJM in Q1 2019 and held it in 9 quarters. The position peaked at $1.21M in Q1 2023. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

Hodges Capital Management reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
Hodges Capital Management sold 2,500 J.M. Smucker shares in Q4 2024, an estimated $303K.
Hodges Capital Management first reported a position in J.M. Smucker in Q1 2019 and held it in 9 quarters.
Hodges Capital Management's J.M. Smucker position peaked at $1.21M in Q1 2023.
847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Hodges Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.