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Plato Investment Management’s J.M. Smucker SJM Stock Holding History

Plato Investment 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
Q3 		– Sell
-2,642
Closed -$288K – 570
2024
Q2 		$288K Hold
2,642
– – 0.03% 308
2024
Q1 		$333K Buy
+2,642
New +$335K 0.03% 291

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Plato Investment Management's SJM Position: Q3 2024 in Review

Plato Investment Management sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2,642 shares — an estimated $288K sold.

Plato Investment Management first reported a position in SJM in Q1 2024 and held it in 2 quarters. The position peaked at $333K in Q1 2024. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Plato Investment Management reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Plato Investment Management sold 2,642 J.M. Smucker shares in Q3 2024, an estimated $288K.
  • Plato Investment Management first reported a position in J.M. Smucker in Q1 2024 and held it in 2 quarters.
  • Plato Investment Management's J.M. Smucker position peaked at $333K in Q1 2024.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.