PFW Advisors’s J.M. Smucker SJM Stock Holding History

PFW Advisors’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	-6,704	Closed	-$847K	–	131
2023 Q4	$847K	Sell	6,704 -348	-5%	-$40.3K	0.27%	71
2023 Q3	$867K	Buy	7,052 +106	+2%	+$15.1K	0.31%	65
2023 Q2	$1.03M	Buy	+6,946	New	+$1.06M	0.34%	54

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

PFW Advisors's SJM Position: Q1 2024 in Review

PFW Advisors sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 6,704 shares — an estimated $847K sold.

PFW Advisors first reported a position in SJM in Q2 2023 and held it in 3 quarters. The position peaked at $1.03M in Q2 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

PFW Advisors reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
PFW Advisors sold 6,704 J.M. Smucker shares in Q1 2024, an estimated $847K.
PFW Advisors first reported a position in J.M. Smucker in Q2 2023 and held it in 3 quarters.
PFW Advisors's J.M. Smucker position peaked at $1.03M in Q2 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on PFW Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.