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Newbridge Financial Services Group’s J.M. Smucker SJM Stock Holding History

Newbridge Financial Services Group’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
-125
Closed -$13.6K – 1035
2024
Q2 		$13.6K Buy
125
+2
+2% +$226 0.01% 651
2024
Q1 		$15.5K Buy
123
+1
+0.8% +$127 0.01% 661
2023
Q4 		$15.5K Buy
122
+1
+0.8% +$116 0.01% 643
2023
Q3 		$14.9K Buy
121
+1
+0.8% +$142 0.01% 714
2023
Q2 		$17.8K Sell
120
-60
-33% -$9.15K 0.01% 728
2023
Q1 		$28.3K Buy
180
+1
+0.6% +$152 0.02% 609
2022
Q4 		$28.3K Buy
179
+1
+0.6% +$149 0.02% 612
2022
Q3 		$24K Buy
178
+2
+1% +$273 0.01% 649
2022
Q2 		$23K Buy
176
+1
+0.6% +$133 0.01% 620
2022
Q1 		$24K Buy
175
+1
+0.6% +$136 0.01% 676
2021
Q4 		$24K Buy
174
+2
+1% +$255 0.01% 673
2021
Q3 		$21K Buy
172
+59
+52% +$7.5K 0.01% 655
2021
Q2 		$15K Hold
113
– – 0.01% 862
2021
Q1 		$14K Buy
113
+1
+0.9% +$118 0.01% 799
2020
Q4 		$13K Buy
112
+1
+0.9% +$116 0.01% 655
2020
Q3 		$13K Buy
+111
New +$12.4K 0.01% 616

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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Newbridge Financial Services Group's SJM Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 125 shares — an estimated $13.6K sold.

Newbridge Financial Services Group first reported a position in SJM in Q3 2020 and held it in 16 quarters. The position peaked at $28.3K in Q1 2023. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 125 J.M. Smucker shares in Q3 2024, an estimated $13.6K.
  • Newbridge Financial Services Group first reported a position in J.M. Smucker in Q3 2020 and held it in 16 quarters.
  • Newbridge Financial Services Group's J.M. Smucker position peaked at $28.3K in Q1 2023.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.