IRON Financial’s J.M. Smucker SJM Stock Holding History

IRON Financial’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	-5,000	Closed	-$632K	–	113
2023 Q4	$632K	Sell	5,000 -182	-4%	-$21.1K	0.36%	51
2023 Q3	$637K	Sell	5,182 -300	-5%	-$42.6K	0.37%	50
2023 Q2	$810K	Sell	5,482 -441	-7%	-$67.3K	0.43%	45
2023 Q1	$932K	Sell	5,923 -657	-10%	-$99.8K	0.51%	38
2022 Q4	$1.04M	Buy	6,580 +190	+3%	+$28.3K	0.6%	35
2022 Q3	$878K	Buy	+6,390	New	+$871K	0.48%	36

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

IRON Financial's SJM Position: Q1 2024 in Review

IRON Financial sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 5,000 shares — an estimated $632K sold.

IRON Financial first reported a position in SJM in Q3 2022 and held it in 6 quarters. The position peaked at $1.04M in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

IRON Financial reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
IRON Financial sold 5,000 J.M. Smucker shares in Q1 2024, an estimated $632K.
IRON Financial first reported a position in J.M. Smucker in Q3 2022 and held it in 6 quarters.
IRON Financial's J.M. Smucker position peaked at $1.04M in Q4 2022.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on IRON Financial's 13F filing for Q1 2024, filed 23 Apr 2024.