Marshall Financial Group (Maryland)’s J.M. Smucker SJM Stock Holding History

Marshall Financial Group (Maryland)’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	-18,521	Closed	-$2.33M	–	192
2024 Q1	$2.33M	Buy	18,521 +892	+5%	+$113K	0.67%	37
2023 Q4	$2.23M	Buy	17,629 +3,141	+22%	+$364K	0.72%	34
2023 Q3	$1.78M	Sell	14,488 -99	-0.7%	-$14.1K	0.64%	41
2023 Q2	$2.15M	Buy	14,587 +365	+3%	+$55.7K	0.73%	35
2023 Q1	$2.24M	Sell	14,222 -255	-2%	-$38.7K	0.8%	30
2022 Q4	$2.29M	Buy	14,477 +329	+2%	+$49K	0.89%	30
2022 Q3	$1.94M	Buy	14,148 +561	+4%	+$76.4K	0.82%	27
2022 Q2	$1.74M	Buy	13,587 +3,510	+35%	+$468K	0.69%	31
2022 Q1	$1.36M	Buy	+10,077	New	+$1.37M	0.56%	51

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SJM Position: Q2 2024 in Review

Marshall Financial Group (Maryland) sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 18,521 shares — an estimated $2.33M sold.

Marshall Financial Group (Maryland) first reported a position in SJM in Q1 2022 and held it in 9 quarters. The position peaked at $2.33M in Q1 2024. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

Marshall Financial Group (Maryland) reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 18,521 J.M. Smucker shares in Q2 2024, an estimated $2.33M.
Marshall Financial Group (Maryland) first reported a position in J.M. Smucker in Q1 2022 and held it in 9 quarters.
Marshall Financial Group (Maryland)'s J.M. Smucker position peaked at $2.33M in Q1 2024.
851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2024, filed 19 Jul 2024.