M&R Capital Management’s J.M. Smucker SJM Stock Holding History

M&R Capital 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	$1.73K	Buy	+14	New	+$1.65K	﹤0.01%	521
2020 Q4	–	Sell	-1	Closed	–	–	464
2020 Q3	$0	Hold	1	–	–	﹤0.01%	474
2020 Q2	$0	Hold	1	–	–	﹤0.01%	488
2020 Q1	$0	Hold	1	–	–	﹤0.01%	495
2019 Q4	$0	Hold	1	–	–	﹤0.01%	511
2019 Q3	$0	Hold	1	–	–	﹤0.01%	513
2019 Q2	$0	Hold	1	–	–	﹤0.01%	510
2019 Q1	$0	Hold	1	–	–	﹤0.01%	518
2018 Q4	$0	Hold	1	–	–	﹤0.01%	539
2018 Q3	$0	Hold	1	–	–	﹤0.01%	548
2018 Q2	$0	Hold	1	–	–	﹤0.01%	540
2018 Q1	$0	Hold	1	–	–	﹤0.01%	552
2017 Q4	$0	Hold	1	–	–	﹤0.01%	565
2017 Q3	$0	Hold	1	–	–	﹤0.01%	567
2017 Q2	$0	Hold	1	–	–	﹤0.01%	571
2017 Q1	$0	Hold	1	–	–	﹤0.01%	582
2016 Q4	$0	Hold	1	–	–	﹤0.01%	580
2016 Q3	$0	Hold	1	–	–	﹤0.01%	568
2016 Q2	$0	Buy	+1	New	+$133	﹤0.01%	536

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

M&R Capital Management's SJM Position: Q3 2024 in Review

M&R Capital Management opened a new position in J.M. Smucker (SJM) in Q3 2024: 14 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: M&R Capital Management previously reported a position in SJM as recently as Q3 2020.

M&R Capital Management first reported a position in SJM in Q2 2016 and has held it in 19 quarters since. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

M&R Capital Management held 14 shares of J.M. Smucker worth $1.73K as of Q3 2024.
J.M. Smucker was a new M&R Capital Management position in Q3 2024.
J.M. Smucker made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #521 holding.
M&R Capital Management first reported a position in J.M. Smucker in Q2 2016 and has held it in 19 quarters since.
844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.