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Morningstar Investment Management’s J.M. Smucker SJM Stock Holding History

Morningstar Investment 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 		– Sell
-1,934
Closed -$211K – 240
2024
Q2 		$211K Hold
1,934
– – 0.02% 191
2024
Q1 		$243K Hold
1,934
– – 0.03% 176
2023
Q4 		$244K Buy
1,934
+56
+3% +$6.49K 0.03% 169
2023
Q3 		$231K Hold
1,878
– – 0.03% 147
2023
Q2 		$277K Buy
+1,878
New +$286K 0.04% 136

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morningstar Investment Management's SJM Position: Q3 2024 in Review

Morningstar Investment Management sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 1,934 shares — an estimated $211K sold.

Morningstar Investment Management first reported a position in SJM in Q2 2023 and held it in 5 quarters. The position peaked at $277K in Q2 2023. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Morningstar Investment Management reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Management sold 1,934 J.M. Smucker shares in Q3 2024, an estimated $211K.
  • Morningstar Investment Management first reported a position in J.M. Smucker in Q2 2023 and held it in 5 quarters.
  • Morningstar Investment Management's J.M. Smucker position peaked at $277K in Q2 2023.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Morningstar Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.