Innealta Capital’s J.M. Smucker SJM Stock Holding History

Innealta Capital’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	-98	Closed	-$10.7K	–	1429
2024 Q2	$10.7K	Buy	+98	New	+$11.1K	﹤0.01%	817

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Innealta Capital's SJM Position: Q3 2024 in Review

Innealta Capital sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 98 shares — an estimated $10.7K sold.

Innealta Capital first reported a position in SJM in Q2 2024 and held it in 1 quarter. The position peaked at $10.7K in Q2 2024. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

Innealta Capital reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 98 J.M. Smucker shares in Q3 2024, an estimated $10.7K.
Innealta Capital first reported a position in J.M. Smucker in Q2 2024 and held it in 1 quarter.
Innealta Capital's J.M. Smucker position peaked at $10.7K in Q2 2024.
845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.