O'Dell Group’s J.M. Smucker SJM Stock Holding History

O'Dell 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 Q1	–	Sell	-250	Closed	-$31.6K	–	406
2023 Q4	$31.6K	Buy	+250	New	+$29K	0.01%	251
2023 Q3	–	Sell	-251	Closed	-$37.1K	–	406
2023 Q2	$37.1K	Buy	+251	New	+$38.3K	0.01%	224
2022 Q4	–	Sell	-251	Closed	-$35K	–	342
2022 Q3	$35K	Hold	251	–	–	0.01%	174
2022 Q2	$32K	Hold	251	–	–	0.01%	189
2022 Q1	$34K	Sell	251 -10	-4%	-$1.36K	0.01%	216
2021 Q4	$36K	Hold	261	–	–	0.01%	195
2021 Q3	$31K	Buy	+261	New	+$33.2K	0.01%	201

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

O'Dell Group's SJM Position: Q1 2024 in Review

O'Dell Group sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 250 shares — an estimated $31.6K sold.

O'Dell Group first reported a position in SJM in Q3 2021 and held it in 7 quarters. The position peaked at $37.1K in Q2 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

O'Dell Group reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 250 J.M. Smucker shares in Q1 2024, an estimated $31.6K.
O'Dell Group first reported a position in J.M. Smucker in Q3 2021 and held it in 7 quarters.
O'Dell Group's J.M. Smucker position peaked at $37.1K in Q2 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.