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iA Global Asset Management’s J.M. Smucker SJM Stock Holding History

iA Global Asset 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
Q2 		– Sell
-531
Closed -$67K – 516
2024
Q1 		$67K Sell
531
-9,084
-94% -$1.15M ﹤0.01% 457
2023
Q4 		$1.22M Buy
9,615
+3,636
+61% +$421K 0.03% 289
2023
Q3 		$735K Buy
5,979
+4,181
+233% +$594K 0.02% 308
2023
Q2 		$266K Buy
+1,798
New +$274K 0.01% 393

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

iA Global Asset Management's SJM Position: Q2 2024 in Review

iA Global Asset Management sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 531 shares — an estimated $67K sold.

iA Global Asset Management first reported a position in SJM in Q2 2023 and held it in 4 quarters. The position peaked at $1.22M in Q4 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • iA Global Asset Management reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • iA Global Asset Management sold 531 J.M. Smucker shares in Q2 2024, an estimated $67K.
  • iA Global Asset Management first reported a position in J.M. Smucker in Q2 2023 and held it in 4 quarters.
  • iA Global Asset Management's J.M. Smucker position peaked at $1.22M in Q4 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on iA Global Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.