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Institutional & Family Asset Management’s J.M. Smucker SJM Stock Holding History

Institutional & Family 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 		$1.31K Buy
+12
New +$1.36K ﹤0.01% 610
2017
Q4 		– Sell
-4,256
Closed -$447K – 182
2017
Q3 		$447K Hold
4,256
– – 0.09% 131
2017
Q2 		$504K Sell
4,256
-103
-2% -$13K 0.12% 93
2017
Q1 		$571K Sell
4,359
-21,064
-83% -$2.86M 0.18% 85
2016
Q4 		$3.26M Buy
25,423
+316
+1% +$41K 1.03% 57
2016
Q3 		$3.4M Buy
25,107
+1,190
+5% +$175K 1.13% 42
2016
Q2 		$3.65M Buy
23,917
+2,016
+9% +$268K 1.27% 15
2016
Q1 		$2.7M Sell
21,901
-52
-0.2% -$6.55K 1.01% 36
2015
Q4 		$2.71M Buy
+21,953
New +$2.62M 1.01% 35

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Institutional & Family Asset Management's SJM Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in J.M. Smucker (SJM) in Q2 2024: 12 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in SJM as recently as Q3 2017.

Institutional & Family Asset Management first reported a position in SJM in Q4 2015 and has held it in 9 quarters since. The position peaked at $3.65M in Q2 2016. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Institutional & Family Asset Management held 12 shares of J.M. Smucker worth $1.31K as of Q2 2024.
  • J.M. Smucker was a new Institutional & Family Asset Management position in Q2 2024.
  • J.M. Smucker made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #610 holding.
  • Institutional & Family Asset Management first reported a position in J.M. Smucker in Q4 2015 and has held it in 9 quarters since.
  • Institutional & Family Asset Management's J.M. Smucker position peaked at $3.65M in Q2 2016.
  • 852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.