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Phillips Wealth Planners’s J.M. Smucker SJM Stock Holding History

Phillips Wealth Planners’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
-2,166
Closed -$280K – 184
2023
Q4 		$280K Sell
2,166
-283
-12% -$32.8K 0.34% 107
2023
Q3 		$279K Buy
2,449
+191
+8% +$27.1K 0.38% 103
2023
Q2 		$333K Buy
2,258
+339
+18% +$51.7K 0.44% 88
2023
Q1 		$301K Buy
1,919
+219
+13% +$33.3K 0.4% 94
2022
Q4 		$254K Buy
+1,700
New +$253K 0.44% 87

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

Phillips Wealth Planners's SJM Position: Q1 2024 in Review

Phillips Wealth Planners sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 2,166 shares — an estimated $280K sold.

Phillips Wealth Planners first reported a position in SJM in Q4 2022 and held it in 5 quarters. The position peaked at $333K in Q2 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Phillips Wealth Planners reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,166 J.M. Smucker shares in Q1 2024, an estimated $280K.
  • Phillips Wealth Planners first reported a position in J.M. Smucker in Q4 2022 and held it in 5 quarters.
  • Phillips Wealth Planners's J.M. Smucker position peaked at $333K in Q2 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Phillips Wealth Planners's 13F filing for Q1 2024, filed 29 Apr 2024.