NewEdge Wealth’s J.M. Smucker SJM Stock Holding History

NewEdge Wealth’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	-2,163	Closed	-$266K	–	762
2023 Q3	$266K	Buy	+2,163	New	+$307K	0.01%	567

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

NewEdge Wealth's SJM Position: Q4 2023 in Review

NewEdge Wealth sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 2,163 shares — an estimated $266K sold.

NewEdge Wealth first reported a position in SJM in Q3 2023 and held it in 1 quarter. The position peaked at $266K in Q3 2023. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

NewEdge Wealth reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
NewEdge Wealth sold 2,163 J.M. Smucker shares in Q4 2023, an estimated $266K.
NewEdge Wealth first reported a position in J.M. Smucker in Q3 2023 and held it in 1 quarter.
NewEdge Wealth's J.M. Smucker position peaked at $266K in Q3 2023.
899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on NewEdge Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.