Ken Fisher’s J.M. Smucker SJM Stock Holding History

Ken Fisher’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	-1,610	Closed	-$203K	–	1048
2023 Q4	$203K	Buy	+1,610	New	+$187K	﹤0.01%	954
2023 Q3	–	Sell	-1,738	Closed	-$257K	–	1246
2023 Q2	$257K	Buy	+1,738	New	+$265K	﹤0.01%	980
2023 Q1	–	Sell	-2,883	Closed	-$457K	–	1170
2022 Q4	$457K	Sell	2,883 -345	-11%	-$51.4K	﹤0.01%	846
2022 Q3	$444K	Sell	3,228 -263	-8%	-$35.8K	﹤0.01%	763
2022 Q2	$447K	Buy	3,491 +1,601	+85%	+$214K	﹤0.01%	732
2022 Q1	$256K	Buy	+1,890	New	+$258K	﹤0.01%	842
2021 Q3	–	Sell	-1,751	Closed	-$227K	–	968
2021 Q2	$227K	Buy	1,751 +157	+10%	+$20.9K	﹤0.01%	858
2021 Q1	$202K	Sell	1,594 -437	-22%	-$51.6K	﹤0.01%	862
2020 Q4	$235K	Buy	+2,031	New	+$236K	﹤0.01%	843

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 $113B AUM 38.87% 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

Ken Fisher's SJM Position: Q1 2024 in Review

Ken Fisher sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 1,610 shares — an estimated $203K sold.

Ken Fisher first reported a position in SJM in Q4 2020 and held it in 9 quarters. The position peaked at $457K in Q4 2022. 884 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Ken Fisher reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Ken Fisher sold 1,610 J.M. Smucker shares in Q1 2024, an estimated $203K.
Ken Fisher first reported a position in J.M. Smucker in Q4 2020 and held it in 9 quarters.
Ken Fisher's J.M. Smucker position peaked at $457K in Q4 2022.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.