PDS Planning’s J.M. Smucker SJM Stock Holding History

PDS Planning’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	-1,631	Closed	-$205K	–	411
2024 Q1	$205K	Buy	1,631 +34	+2%	+$4.3K	0.02%	356
2023 Q4	$202K	Buy	+1,597	New	+$185K	0.02%	337
2023 Q3	–	Sell	-1,373	Closed	-$203K	–	358
2023 Q2	$203K	Buy	+1,373	New	+$209K	0.03%	299

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PDS Planning's SJM Position: Q2 2024 in Review

PDS Planning sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,631 shares — an estimated $205K sold.

PDS Planning first reported a position in SJM in Q2 2023 and held it in 3 quarters. The position peaked at $205K in Q1 2024. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

PDS Planning reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
PDS Planning sold 1,631 J.M. Smucker shares in Q2 2024, an estimated $205K.
PDS Planning first reported a position in J.M. Smucker in Q2 2023 and held it in 3 quarters.
PDS Planning's J.M. Smucker position peaked at $205K in Q1 2024.
851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on PDS Planning's 13F filing for Q2 2024, filed 8 Aug 2024.