Planned Solutions’s J.M. Smucker SJM Stock Holding History

Planned Solutions’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	-463	Closed	-$58.5K	–	471
2023 Q4	$58.5K	Buy	+463	New	+$53.6K	0.03%	265
2021 Q1	–	Sell	-450	Closed	-$52K	–	347
2020 Q4	$52K	Hold	450	–	–	0.04%	191
2020 Q3	$52K	Buy	+450	New	+$50.2K	0.05%	146

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Planned Solutions's SJM Position: Q1 2024 in Review

Planned Solutions sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 463 shares — an estimated $58.5K sold.

Planned Solutions first reported a position in SJM in Q3 2020 and held it in 3 quarters. The position peaked at $58.5K in Q4 2023. 884 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Planned Solutions reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 463 J.M. Smucker shares in Q1 2024, an estimated $58.5K.
Planned Solutions first reported a position in J.M. Smucker in Q3 2020 and held it in 3 quarters.
Planned Solutions's J.M. Smucker position peaked at $58.5K in Q4 2023.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.