Householder Group Estate & Retirement Specialist’s J.M. Smucker SJM Stock Holding History

Householder Group Estate & Retirement Specialist’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	-1	Closed	–	–	1110
2024 Q3	$0	Buy	+1	New	+$118	﹤0.01%	1307
2024 Q2	–	Sell	-1	Closed	-$126	–	1322
2024 Q1	$126	Hold	1	–	–	﹤0.01%	1223
2023 Q4	$0	Sell	1 -331	-100%	-$38.4K	﹤0.01%	1309
2023 Q3	$40.8K	Buy	+332	New	+$47.2K	0.01%	493
2023 Q1	$52K	Buy	+332	New	+$50.4K	0.02%	440
2022 Q4	–	Sell	-332	Closed	-$45K	–	990
2022 Q3	$45K	Buy	+332	New	+$45.2K	0.02%	420

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SJM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 1 share.

Householder Group Estate & Retirement Specialist first reported a position in SJM in Q3 2022 and held it in 6 quarters. The position peaked at $52K in Q1 2023. 845 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1 J.M. Smucker share in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in J.M. Smucker in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's J.M. Smucker position peaked at $52K in Q1 2023.
845 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.