Lee Financial’s J.M. Smucker SJM Stock Holding History

Lee Financial’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	-86	Closed	-$10.9K	–	703
2023 Q4	$10.9K	Buy	86 +27	+46%	+$3.13K	﹤0.01%	410
2023 Q3	$7.25K	Hold	59	–	–	﹤0.01%	459
2023 Q2	$8.71K	Hold	59	–	–	﹤0.01%	429
2023 Q1	$9.29K	Sell	59 -45	-43%	-$6.83K	﹤0.01%	435
2022 Q4	$16.5K	Hold	104	–	–	﹤0.01%	384
2022 Q3	$14K	Buy	104 +45	+76%	+$6.13K	﹤0.01%	390
2022 Q2	$8K	Sell	59 -37	-39%	-$4.93K	﹤0.01%	491
2022 Q1	$13K	Hold	96	–	–	﹤0.01%	405
2021 Q4	$13K	Hold	96	–	–	﹤0.01%	448
2021 Q3	$12K	Hold	96	–	–	﹤0.01%	404
2021 Q2	$12K	Sell	96 -4	-4%	-$531	﹤0.01%	386
2021 Q1	$13K	Buy	+100	New	+$11.8K	﹤0.01%	365

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 $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Norges Bank Oslo, Norway $1T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's SJM Position: Q1 2024 in Review

Lee Financial sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 86 shares — an estimated $10.9K sold.

Lee Financial first reported a position in SJM in Q1 2021 and held it in 12 quarters. The position peaked at $16.5K in Q4 2022. 885 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Lee Financial reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 86 J.M. Smucker shares in Q1 2024, an estimated $10.9K.
Lee Financial first reported a position in J.M. Smucker in Q1 2021 and held it in 12 quarters.
Lee Financial's J.M. Smucker position peaked at $16.5K in Q4 2022.
885 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.