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Planning Capital Management Corporation’s J.M. Smucker SJM Stock Holding History

Planning Capital Management Corporation’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
Q3 		$12.2K Sell
101
-4
-4% -$471 0.01% 408
2024
Q2 		$11.4K Hold
105
– – 0.01% 395
2024
Q1 		$13.2K Hold
105
– – 0.01% 374
2023
Q4 		$13.3K Buy
+105
New +$12.2K 0.01% 382

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 $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Planning Capital Management Corporation's SJM Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its J.M. Smucker (SJM) stake by 3.8% in Q3 2024, selling an estimated $471 and leaving 101 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #408.

Planning Capital Management Corporation first reported a position in SJM in Q4 2023 and has held it in 4 quarters since. The position peaked at $13.3K in Q4 2023. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Planning Capital Management Corporation held 101 shares of J.M. Smucker worth $12.2K as of Q3 2024.
  • Planning Capital Management Corporation sold 4 J.M. Smucker shares in Q3 2024, an estimated $471.
  • J.M. Smucker made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #408 holding.
  • Planning Capital Management Corporation first reported a position in J.M. Smucker in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's J.M. Smucker position peaked at $13.3K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.