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

JGP 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 Q1	–	Sell	-10,054	Closed	-$1.27M	–	176
2023 Q4	$1.27M	Sell	10,054 -590	-6%	-$68.4K	0.19%	76
2023 Q3	$1.31M	Buy	10,644 +65	+0.6%	+$9.23K	0.22%	75
2023 Q2	$1.56M	Buy	10,579 +419	+4%	+$63.9K	0.26%	68
2023 Q1	$1.6M	Buy	10,160 +424	+4%	+$64.4K	0.28%	62
2022 Q4	$1.54M	Buy	+9,736	New	+$1.45M	0.28%	65

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

JGP Wealth Management's SJM Position: Q1 2024 in Review

JGP Wealth Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 10,054 shares — an estimated $1.27M sold.

JGP Wealth Management first reported a position in SJM in Q4 2022 and held it in 5 quarters. The position peaked at $1.6M in Q1 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

JGP Wealth Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
JGP Wealth Management sold 10,054 J.M. Smucker shares in Q1 2024, an estimated $1.27M.
JGP Wealth Management first reported a position in J.M. Smucker in Q4 2022 and held it in 5 quarters.
JGP Wealth Management's J.M. Smucker position peaked at $1.6M in Q1 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on JGP Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.