J.W. Coons Advisors’s J.M. Smucker SJM Stock Holding History

J.W. Coons Advisors’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	-2,994	Closed	-$378K	–	252
2023 Q4	$378K	Sell	2,994 -545	-15%	-$63.1K	0.1%	169
2023 Q3	$435K	Sell	3,539 -250	-7%	-$35.5K	0.13%	142
2023 Q2	$560K	Buy	3,789 +30	+0.8%	+$4.58K	0.15%	134
2023 Q1	$592K	Buy	3,759 +567	+18%	+$86.1K	0.17%	130
2022 Q4	$506K	Buy	3,192 +1,320	+71%	+$197K	0.15%	136
2022 Q3	$257K	Buy	+1,872	New	+$255K	0.1%	187
2021 Q3	–	Sell	-1,660	Closed	-$216K	–	251
2021 Q2	$216K	Sell	1,660 -40	-2%	-$5.31K	0.08%	206
2021 Q1	$216K	Sell	1,700 -1,295	-43%	-$153K	0.08%	210
2020 Q4	$347K	Buy	+2,995	New	+$348K	0.13%	152

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

J.W. Coons Advisors's SJM Position: Q1 2024 in Review

J.W. Coons Advisors sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 2,994 shares — an estimated $378K sold.

J.W. Coons Advisors first reported a position in SJM in Q4 2020 and held it in 9 quarters. The position peaked at $592K in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

J.W. Coons Advisors reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
J.W. Coons Advisors sold 2,994 J.M. Smucker shares in Q1 2024, an estimated $378K.
J.W. Coons Advisors first reported a position in J.M. Smucker in Q4 2020 and held it in 9 quarters.
J.W. Coons Advisors's J.M. Smucker position peaked at $592K in Q1 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on J.W. Coons Advisors's 13F filing for Q1 2024, filed 8 May 2024.