JWM
SJM icon

Janiczek Wealth Management’s J.M. Smucker SJM Stock Holding History

Janiczek Wealth 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 		$7.09K Sell
65
-131
-67% -$14.8K ﹤0.01% 699
2024
Q1 		$24.7K Sell
196
-18
-8% -$2.28K 0.01% 533
2023
Q4 		$27K Sell
214
-796
-79% -$92.2K 0.01% 501
2023
Q3 		$124K Sell
1,010
-227
-18% -$32.2K 0.03% 216
2023
Q2 		$183K Buy
1,237
+84
+7% +$12.8K 0.05% 134
2023
Q1 		$176K Buy
1,153
+121
+12% +$18.4K 0.05% 131
2022
Q4 		$160K Buy
1,032
+5
+0.5% +$745 0.05% 150
2022
Q3 		$145K Sell
1,027
-1
-0.1% -$136 0.05% 141
2022
Q2 		$136K Sell
1,028
-437
-30% -$58.3K 0.04% 155
2022
Q1 		$198K Buy
1,465
+27
+2% +$3.68K 0.05% 117
2021
Q4 		$195K Sell
1,438
-64
-4% -$8.16K 0.06% 109
2021
Q3 		$180K Buy
1,502
+686
+84% +$87.2K 0.06% 105
2021
Q2 		$106K Buy
816
+83
+11% +$11K 0.04% 149
2021
Q1 		$93K Sell
733
-124
-14% -$14.6K 0.04% 148
2020
Q4 		$99K Buy
857
+724
+544% +$84.2K 0.05% 114
2020
Q3 		$15K Buy
+133
New +$14.8K 0.01% 186

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's SJM Position: Q2 2024 in Review

Janiczek Wealth Management reduced its J.M. Smucker (SJM) stake by 67% in Q2 2024, selling an estimated $14.8K and leaving 65 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Janiczek Wealth Management first reported a position in SJM in Q3 2020 and has held it in 16 quarters since. The position peaked at $198K in Q1 2022. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Janiczek Wealth Management held 65 shares of J.M. Smucker worth $7.09K as of Q2 2024.
  • Janiczek Wealth Management sold 131 J.M. Smucker shares in Q2 2024, an estimated $14.8K.
  • J.M. Smucker made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #699 holding.
  • Janiczek Wealth Management first reported a position in J.M. Smucker in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's J.M. Smucker position peaked at $198K in Q1 2022.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.