MWM
SJM icon

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

Moran 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
2023
Q4 		– Sell
-4,632
Closed -$569K – 451
2023
Q3 		$569K Buy
4,632
+190
+4% +$27K 0.02% 304
2023
Q2 		$656K Buy
4,442
+774
+21% +$118K 0.02% 292
2023
Q1 		$577K Buy
+3,668
New +$557K 0.02% 291

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moran Wealth Management's SJM Position: Q4 2023 in Review

Moran Wealth Management sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 4,632 shares — an estimated $569K sold.

Moran Wealth Management first reported a position in SJM in Q1 2023 and held it in 3 quarters. The position peaked at $656K in Q2 2023. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Moran Wealth Management reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Moran Wealth Management sold 4,632 J.M. Smucker shares in Q4 2023, an estimated $569K.
  • Moran Wealth Management first reported a position in J.M. Smucker in Q1 2023 and held it in 3 quarters.
  • Moran Wealth Management's J.M. Smucker position peaked at $656K in Q2 2023.
  • 899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.