J. Goldman & Co’s J.M. Smucker SJM Stock Holding History

J. Goldman & Co’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 Q4	–	Sell	-2,378	Closed	-$288K	–	611
2024 Q3	$288K	Buy	+2,378	New	+$280K	0.01%	393
2020 Q2	–	Sell	-7,441	Closed	-$826K	–	332
2020 Q1	$826K	Buy	+7,441	New	+$795K	0.1%	147
2017 Q2	–	Sell	-235,139	Closed	-$30.8M	–	403
2017 Q1	$30.8M	Buy	+235,139	New	+$32M	1.52%	8
2015 Q2	–	Sell	-251,375	Closed	-$29.1M	–	310
2015 Q1	$29.1M	Buy	+251,375	New	+$27.6M	1.8%	7

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

J. Goldman & Co's SJM Position: Q4 2024 in Review

J. Goldman & Co sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 2,378 shares — an estimated $288K sold.

J. Goldman & Co first reported a position in SJM in Q1 2015 and held it in 4 quarters. The position peaked at $30.8M in Q1 2017. 844 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

J. Goldman & Co reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
J. Goldman & Co sold 2,378 J.M. Smucker shares in Q4 2024, an estimated $288K.
J. Goldman & Co first reported a position in J.M. Smucker in Q1 2015 and held it in 4 quarters.
J. Goldman & Co's J.M. Smucker position peaked at $30.8M in Q1 2017.
844 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.