PMAM
SJM icon

Penn Mutual Asset Management’s J.M. Smucker SJM Stock Holding History

Penn Mutual Asset 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
-1,825
Closed -$230K – 79
2024
Q1 		$230K Hold
1,825
– – 0.49% 51
2023
Q4 		$231K Buy
+1,825
New +$211K 0.18% 65

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

Penn Mutual Asset Management's SJM Position: Q2 2024 in Review

Penn Mutual Asset Management sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,825 shares — an estimated $230K sold.

Penn Mutual Asset Management first reported a position in SJM in Q4 2023 and held it in 2 quarters. The position peaked at $231K in Q4 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Penn Mutual Asset Management reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Penn Mutual Asset Management sold 1,825 J.M. Smucker shares in Q2 2024, an estimated $230K.
  • Penn Mutual Asset Management first reported a position in J.M. Smucker in Q4 2023 and held it in 2 quarters.
  • Penn Mutual Asset Management's J.M. Smucker position peaked at $231K in Q4 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Penn Mutual Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.