Hurlow Wealth Management Group’s J.M. Smucker SJM Stock Holding History

Hurlow Wealth Management Group’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 Q1	–	Sell	-1,654	Closed	-$209K	–	118
2023 Q4	$209K	Sell	1,654 -2	-0.1%	-$232	0.08%	107
2023 Q3	$204K	Sell	1,656 -2	-0.1%	-$284	0.09%	103
2023 Q2	$245K	Sell	1,658 -1	-0.1%	-$153	0.1%	94
2023 Q1	$261K	Sell	1,659 -1	-0.1%	-$152	0.12%	89
2022 Q4	$263K	Buy	1,660 +9	+0.5%	+$1.34K	0.14%	88
2022 Q3	$227K	Sell	1,651 -40	-2%	-$5.45K	0.13%	88
2022 Q2	$216K	Buy	+1,691	New	+$226K	0.12%	89
2019 Q3	–	Sell	-1,896	Closed	-$219K	–	99
2019 Q2	$219K	Hold	1,896	–	–	0.23%	88
2019 Q1	$233K	Buy	+1,896	New	+$198K	0.25%	84

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hurlow Wealth Management Group's SJM Position: Q1 2024 in Review

Hurlow Wealth Management Group sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 1,654 shares — an estimated $209K sold.

Hurlow Wealth Management Group first reported a position in SJM in Q1 2019 and held it in 9 quarters. The position peaked at $263K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Hurlow Wealth Management Group reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Hurlow Wealth Management Group sold 1,654 J.M. Smucker shares in Q1 2024, an estimated $209K.
Hurlow Wealth Management Group first reported a position in J.M. Smucker in Q1 2019 and held it in 9 quarters.
Hurlow Wealth Management Group's J.M. Smucker position peaked at $263K in Q4 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2024, filed 16 Apr 2024.