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Pathway Financial Advisers’s J.M. Smucker SJM Stock Holding History

Pathway Financial Advisers’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
-41
Closed -$5.19K – 494
2023
Q4 		$5.19K Sell
41
-32
-44% -$3.71K ﹤0.01% 410
2023
Q3 		$8.98K Buy
+73
New +$10.4K ﹤0.01% 372
2023
Q1 		$184K Sell
1,172
-142
-11% -$21.6K 0.07% 160
2022
Q4 		$209K Buy
+1,314
New +$196K 0.08% 156

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathway Financial Advisers's SJM Position: Q1 2024 in Review

Pathway Financial Advisers sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 41 shares — an estimated $5.19K sold.

Pathway Financial Advisers first reported a position in SJM in Q4 2022 and held it in 4 quarters. The position peaked at $209K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Pathway Financial Advisers reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 41 J.M. Smucker shares in Q1 2024, an estimated $5.19K.
  • Pathway Financial Advisers first reported a position in J.M. Smucker in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's J.M. Smucker position peaked at $209K in Q4 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.