KWM
SJM icon

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

KFG 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
Q3 		– Sell
-2,050
Closed -$224K – 187
2024
Q2 		$224K Buy
2,050
+200
+11% +$22.6K 0.09% 148
2024
Q1 		$233K Buy
+1,850
New +$234K 0.1% 141
2023
Q3 		– Sell
-1,395
Closed -$206K – 133
2023
Q2 		$206K Buy
+1,395
New +$213K 0.12% 117

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

KFG Wealth Management's SJM Position: Q3 2024 in Review

KFG Wealth Management sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2,050 shares — an estimated $224K sold.

KFG Wealth Management first reported a position in SJM in Q2 2023 and held it in 3 quarters. The position peaked at $233K in Q1 2024. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • KFG Wealth Management reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • KFG Wealth Management sold 2,050 J.M. Smucker shares in Q3 2024, an estimated $224K.
  • KFG Wealth Management first reported a position in J.M. Smucker in Q2 2023 and held it in 3 quarters.
  • KFG Wealth Management's J.M. Smucker position peaked at $233K in Q1 2024.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on KFG Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.