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

Hollencrest 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
Q3 		– Sell
-2
Closed -$218 – 1171
2024
Q2 		$218 Hold
2
– – ﹤0.01% 1053
2024
Q1 		$252 Hold
2
– – ﹤0.01% 1025
2023
Q4 		$253 Buy
2
+1
+100% +$116 ﹤0.01% 994
2023
Q3 		$123 Hold
1
– – ﹤0.01% 1039
2023
Q2 		$148 Hold
1
– – ﹤0.01% 1083
2023
Q1 		$157 Hold
1
– – ﹤0.01% 1099
2022
Q4 		$158 Buy
+1
New +$149 ﹤0.01% 1100

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Hollencrest Capital Management's SJM Position: Q3 2024 in Review

Hollencrest Capital Management sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2 shares — an estimated $218 sold.

Hollencrest Capital Management first reported a position in SJM in Q4 2022 and held it in 7 quarters. The position peaked at $253 in Q4 2023. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Hollencrest Capital Management reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Hollencrest Capital Management sold 2 J.M. Smucker shares in Q3 2024, an estimated $218.
  • Hollencrest Capital Management first reported a position in J.M. Smucker in Q4 2022 and held it in 7 quarters.
  • Hollencrest Capital Management's J.M. Smucker position peaked at $253 in Q4 2023.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Hollencrest Capital Management's 13F filing for Q3 2024, filed 1 Nov 2024.