MONECO Advisors’s J.M. Smucker SJM Stock Holding History

MONECO 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
2023 Q4	–	Sell	-1,668	Closed	-$205K	–	391
2023 Q3	$205K	Sell	1,668 -48	-3%	-$6.82K	0.06%	323
2023 Q2	$253K	Sell	1,716 -15	-0.9%	-$2.29K	0.07%	282
2023 Q1	$272K	Buy	+1,731	New	+$263K	0.08%	263

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

MONECO Advisors's SJM Position: Q4 2023 in Review

MONECO Advisors sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 1,668 shares — an estimated $205K sold.

MONECO Advisors first reported a position in SJM in Q1 2023 and held it in 3 quarters. The position peaked at $272K in Q1 2023. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

MONECO Advisors reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
MONECO Advisors sold 1,668 J.M. Smucker shares in Q4 2023, an estimated $205K.
MONECO Advisors first reported a position in J.M. Smucker in Q1 2023 and held it in 3 quarters.
MONECO Advisors's J.M. Smucker position peaked at $272K in Q1 2023.
899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.