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Independent Solutions Wealth Management’s J.M. Smucker SJM Stock Holding History

Independent Solutions Wealth 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
-2,281
Closed -$249K – 173
2024
Q2 		$249K Sell
2,281
-746
-25% -$84.4K 0.06% 151
2024
Q1 		$381K Sell
3,027
-205
-6% -$26K 0.09% 134
2023
Q4 		$408K Sell
3,232
-145
-4% -$16.8K 0.1% 130
2023
Q3 		$415K Buy
3,377
+15
+0.4% +$2.13K 0.11% 140
2023
Q2 		$496K Sell
3,362
-248
-7% -$37.8K 0.12% 127
2023
Q1 		$568K Hold
3,610
– – 0.17% 112
2022
Q4 		$572K Sell
3,610
-77
-2% -$11.5K 0.17% 112
2022
Q3 		$507K Hold
3,687
– – 0.17% 115
2022
Q2 		$472K Hold
3,687
– – 0.15% 119
2022
Q1 		$499K Sell
3,687
-88
-2% -$12K 0.12% 137
2021
Q4 		$513K Buy
3,775
+10
+0.3% +$1.27K 0.12% 132
2021
Q3 		$452K Sell
3,765
-150
-4% -$19.1K 0.11% 141
2021
Q2 		$507K Sell
3,915
-100
-2% -$13.3K 0.12% 133
2021
Q1 		$508K Sell
4,015
-1,087
-21% -$128K 0.14% 119
2020
Q4 		$590K Hold
5,102
– – 0.18% 96
2020
Q3 		$589K Buy
5,102
+89
+2% +$9.92K 0.22% 86
2020
Q2 		$530K Sell
5,013
-1,484
-23% -$167K 0.23% 86
2020
Q1 		$721K Sell
6,497
-749
-10% -$80.1K 0.4% 51
2019
Q4 		$755K Buy
+7,246
New +$767K 0.33% 62

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 $3.37T AUM 44.26% 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

Independent Solutions Wealth Management's SJM Position: Q3 2024 in Review

Independent Solutions Wealth Management sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2,281 shares — an estimated $249K sold.

Independent Solutions Wealth Management first reported a position in SJM in Q4 2019 and held it in 19 quarters. The position peaked at $755K in Q4 2019. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Independent Solutions Wealth Management reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,281 J.M. Smucker shares in Q3 2024, an estimated $249K.
  • Independent Solutions Wealth Management first reported a position in J.M. Smucker in Q4 2019 and held it in 19 quarters.
  • Independent Solutions Wealth Management's J.M. Smucker position peaked at $755K in Q4 2019.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2024, filed 19 Dec 2024.