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ProVise Management Group’s J.M. Smucker SJM Stock Holding History

ProVise Management Group’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
-2,886
Closed -$365K – 340
2023
Q4 		$365K Sell
2,886
-6,010
-68% -$696K 0.03% 261
2023
Q3 		$1.09M Buy
8,896
+174
+2% +$24.7K 0.1% 164
2023
Q2 		$1.29M Buy
+8,722
New +$1.33M 0.12% 151

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

ProVise Management Group's SJM Position: Q1 2024 in Review

ProVise Management Group sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 2,886 shares — an estimated $365K sold.

ProVise Management Group first reported a position in SJM in Q2 2023 and held it in 3 quarters. The position peaked at $1.29M in Q2 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • ProVise Management Group reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • ProVise Management Group sold 2,886 J.M. Smucker shares in Q1 2024, an estimated $365K.
  • ProVise Management Group first reported a position in J.M. Smucker in Q2 2023 and held it in 3 quarters.
  • ProVise Management Group's J.M. Smucker position peaked at $1.29M in Q2 2023.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on ProVise Management Group's 13F filing for Q1 2024, filed 9 May 2024.