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McGlone Suttner Wealth Management’s J.M. Smucker SJM Stock Holding History

McGlone Suttner Wealth 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
Q1 		– Sell
-840
Closed -$106K – 662
2023
Q4 		$106K Buy
+840
New +$97.3K 0.02% 208

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McGlone Suttner Wealth Management's SJM Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 840 shares — an estimated $106K sold.

McGlone Suttner Wealth Management first reported a position in SJM in Q4 2023 and held it in 1 quarter. The position peaked at $106K in Q4 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 840 J.M. Smucker shares in Q1 2024, an estimated $106K.
  • McGlone Suttner Wealth Management first reported a position in J.M. Smucker in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's J.M. Smucker position peaked at $106K in Q4 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.