Portfolio Design Labs’s J.M. Smucker SJM Stock Holding History

Portfolio Design Labs’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	-4,663	Closed	-$589K	–	143
2023 Q4	$589K	Buy	+4,663	New	+$540K	0.22%	80

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

Portfolio Design Labs's SJM Position: Q1 2024 in Review

Portfolio Design Labs sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 4,663 shares — an estimated $589K sold.

Portfolio Design Labs first reported a position in SJM in Q4 2023 and held it in 1 quarter. The position peaked at $589K in Q4 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Portfolio Design Labs reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Portfolio Design Labs sold 4,663 J.M. Smucker shares in Q1 2024, an estimated $589K.
Portfolio Design Labs first reported a position in J.M. Smucker in Q4 2023 and held it in 1 quarter.
Portfolio Design Labs's J.M. Smucker position peaked at $589K in Q4 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Portfolio Design Labs's 13F filing for Q1 2024, filed 14 May 2024.