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

LGT 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
Q2 		– Sell
-3
Closed -$378 – 854
2024
Q1 		$378 Hold
3
– – ﹤0.01% 766
2023
Q4 		$379 Buy
3
+1
+50% +$116 ﹤0.01% 819
2023
Q3 		$246 Buy
+2
New +$284 ﹤0.01% 918

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LGT Financial Advisors's SJM Position: Q2 2024 in Review

LGT Financial Advisors sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 3 shares — an estimated $378 sold.

LGT Financial Advisors first reported a position in SJM in Q3 2023 and held it in 3 quarters. The position peaked at $379 in Q4 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • LGT Financial Advisors reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 3 J.M. Smucker shares in Q2 2024, an estimated $378.
  • LGT Financial Advisors first reported a position in J.M. Smucker in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's J.M. Smucker position peaked at $379 in Q4 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.