Lee, Danner & Bass’s J.M. Smucker SJM Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-538	Closed	-$59.2K	–	630
2024 Q4	$59.2K	Buy	+538	New	+$61.9K	﹤0.01%	333
2022 Q4	–	Sell	-1,985	Closed	-$273K	–	199
2022 Q3	$273K	Hold	1,985	–	–	0.03%	179
2022 Q2	$254K	Hold	1,985	–	–	0.03%	180
2022 Q1	$269K	Sell	1,985 -60	-3%	-$8.18K	0.02%	182
2021 Q4	$278K	Sell	2,045 -300	-13%	-$38.3K	0.02%	178
2021 Q3	$281K	Hold	2,345	–	–	0.03%	179
2021 Q2	$304K	Hold	2,345	–	–	0.03%	175
2021 Q1	$297K	Buy	+2,345	New	+$277K	0.03%	165
2019 Q1	–	Sell	-7,877	Closed	-$736K	–	175
2018 Q4	$736K	Buy	7,877 +375	+5%	+$39.2K	0.09%	124
2018 Q3	$770K	Hold	7,502	–	–	0.08%	127
2018 Q2	$806K	Sell	7,502 -132	-2%	-$14.8K	0.09%	120
2018 Q1	$947K	Hold	7,634	–	–	0.1%	119
2017 Q4	$948K	Buy	7,634 +402	+6%	+$44.7K	0.1%	116
2017 Q3	$759K	Buy	+7,232	New	+$826K	0.08%	118

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee, Danner & Bass's SJM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 538 shares — an estimated $59.2K sold.

Lee, Danner & Bass first reported a position in SJM in Q3 2017 and held it in 14 quarters. The position peaked at $948K in Q4 2017. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

Lee, Danner & Bass reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 538 J.M. Smucker shares in Q1 2025, an estimated $59.2K.
Lee, Danner & Bass first reported a position in J.M. Smucker in Q3 2017 and held it in 14 quarters.
Lee, Danner & Bass's J.M. Smucker position peaked at $948K in Q4 2017.
834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.