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Naples Money Management’s J.M. Smucker SJM Stock Holding History

Naples Money 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 		$12.1K Hold
100
– – 0.01% 168
2024
Q2 		$11.1K Hold
100
– – 0.01% 180
2024
Q1 		$12.6K Hold
100
– – 0.01% 174
2023
Q4 		$12.6K Buy
+100
New +$11.6K 0.01% 174

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Naples Money Management's SJM Position: Q3 2024 in Review

Naples Money Management held its J.M. Smucker (SJM) position steady in Q3 2024 at 100 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #168.

Naples Money Management first reported a position in SJM in Q4 2023 and has held it in 4 quarters since. The position peaked at $12.6K in Q4 2023. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Naples Money Management held 100 shares of J.M. Smucker worth $12.1K as of Q3 2024.
  • Naples Money Management left its J.M. Smucker share count unchanged in Q3 2024.
  • J.M. Smucker made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #168 holding.
  • Naples Money Management first reported a position in J.M. Smucker in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's J.M. Smucker position peaked at $12.6K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

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