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Partnership Wealth Management’s J.M. Smucker SJM Stock Holding History

Partnership Wealth 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
Q2 		– Sell
-45
Closed -$5.66K – 215
2024
Q1 		$5.66K Hold
45
– – ﹤0.01% 198
2023
Q4 		$5.92K Buy
+45
New +$5.21K ﹤0.01% 197

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Partnership Wealth Management's SJM Position: Q2 2024 in Review

Partnership Wealth Management sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 45 shares — an estimated $5.66K sold.

Partnership Wealth Management first reported a position in SJM in Q4 2023 and held it in 2 quarters. The position peaked at $5.92K in Q4 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Partnership Wealth Management reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 45 J.M. Smucker shares in Q2 2024, an estimated $5.66K.
  • Partnership Wealth Management first reported a position in J.M. Smucker in Q4 2023 and held it in 2 quarters.
  • Partnership Wealth Management's J.M. Smucker position peaked at $5.92K in Q4 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Partnership Wealth Management's 13F filing for Q2 2024, filed 3 Jul 2024.