Legend Financial Advisors’s J.M. Smucker SJM Stock Holding History

Legend Financial Advisors’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	-366	Closed	-$39.9K	–	253
2024 Q2	$39.9K	Buy	+366	New	+$41.4K	0.03%	68

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Legend Financial Advisors's SJM Position: Q3 2024 in Review

Legend Financial Advisors sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 366 shares — an estimated $39.9K sold.

Legend Financial Advisors first reported a position in SJM in Q2 2024 and held it in 1 quarter. The position peaked at $39.9K in Q2 2024. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

Legend Financial Advisors reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
Legend Financial Advisors sold 366 J.M. Smucker shares in Q3 2024, an estimated $39.9K.
Legend Financial Advisors first reported a position in J.M. Smucker in Q2 2024 and held it in 1 quarter.
Legend Financial Advisors's J.M. Smucker position peaked at $39.9K in Q2 2024.
844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.