Jaffetilchin Investment Partners’s J.M. Smucker SJM Stock Holding History

Jaffetilchin Investment Partners’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	-159	Closed	-$19.3K	–	1143
2024 Q3	$19.3K	Buy	+159	New	+$18.7K	﹤0.01%	780
2019 Q3	–	Sell	-4,962	Closed	-$572K	–	260
2019 Q2	$572K	Buy	+4,962	New	+$606K	0.13%	114
2019 Q1	–	Sell	-3,108	Closed	-$291K	–	312
2018 Q4	$291K	Buy	+3,108	New	+$325K	0.07%	192
2017 Q2	–	Sell	-3,396	Closed	-$445K	–	282
2017 Q1	$445K	Sell	3,396 -46	-1%	-$6.25K	0.11%	150
2016 Q4	$441K	Buy	3,442 +1,016	+42%	+$132K	0.13%	131
2016 Q3	$329K	Sell	2,426 -5,449	-69%	-$800K	0.1%	146
2016 Q2	$1.2M	Buy	7,875 +5,569	+242%	+$741K	0.36%	39
2016 Q1	$299K	Sell	2,306 -310	-12%	-$39.1K	0.09%	140
2015 Q4	$323K	Buy	+2,616	New	+$312K	0.1%	143

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

Jaffetilchin Investment Partners's SJM Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 159 shares — an estimated $19.3K sold.

Jaffetilchin Investment Partners first reported a position in SJM in Q4 2015 and held it in 9 quarters. The position peaked at $1.2M in Q2 2016. 845 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 159 J.M. Smucker shares in Q4 2024, an estimated $19.3K.
Jaffetilchin Investment Partners first reported a position in J.M. Smucker in Q4 2015 and held it in 9 quarters.
Jaffetilchin Investment Partners's J.M. Smucker position peaked at $1.2M in Q2 2016.
845 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.