Newton One Investments’s J.M. Smucker SJM Stock Holding History

Newton One Investments’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	-490	Closed	-$60.2K	–	122
2023 Q3	$60.2K	Buy	490 +4	+0.8%	+$568	0.04%	63
2023 Q2	$71.8K	Buy	486 +3	+0.6%	+$458	0.04%	62
2023 Q1	$76K	Hold	483	–	–	0.05%	61
2022 Q4	$76.5K	Hold	483	–	–	0.05%	60
2022 Q3	$66K	Hold	483	–	–	0.05%	60
2022 Q2	$62K	Hold	483	–	–	0.05%	60
2022 Q1	$65K	Hold	483	–	–	0.05%	62
2021 Q4	$66K	Buy	483 +4	+0.8%	+$510	0.05%	63
2021 Q3	$57K	Buy	479 +4	+0.8%	+$509	0.04%	65
2021 Q2	$62K	Buy	475 +3	+0.6%	+$398	0.05%	62
2021 Q1	$60K	Buy	472 +4	+0.9%	+$472	0.05%	46
2020 Q4	$54K	Buy	+468	New	+$54.4K	0.05%	44

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Newton One Investments's SJM Position: Q4 2023 in Review

Newton One Investments sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 490 shares — an estimated $60.2K sold.

Newton One Investments first reported a position in SJM in Q4 2020 and held it in 12 quarters. The position peaked at $76.5K in Q4 2022. 900 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

Newton One Investments reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
Newton One Investments sold 490 J.M. Smucker shares in Q4 2023, an estimated $60.2K.
Newton One Investments first reported a position in J.M. Smucker in Q4 2020 and held it in 12 quarters.
Newton One Investments's J.M. Smucker position peaked at $76.5K in Q4 2022.
900 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Newton One Investments's 13F filing for Q4 2023, filed 23 Jan 2024.