RWA
SJM icon

Rainsberger Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Rainsberger Wealth Advisors’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
2023
Q4 		– Sell
-4,811
Closed -$591K – 71
2023
Q3 		$591K Buy
4,811
+257
+6% +$36.5K 0.36% 54
2023
Q2 		$672K Buy
4,554
+125
+3% +$19.1K 0.41% 54
2023
Q1 		$697K Buy
4,429
+723
+20% +$110K 0.41% 55
2022
Q4 		$587K Buy
3,706
+595
+19% +$88.6K 0.37% 54
2022
Q3 		$427K Buy
3,111
+30
+1% +$4.09K 0.29% 62
2022
Q2 		$394K Buy
3,081
+136
+5% +$18.1K 0.29% 56
2022
Q1 		$399K Buy
2,945
+969
+49% +$132K 0.26% 58
2021
Q4 		$268K Buy
+1,976
New +$252K 0.16% 64

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rainsberger Wealth Advisors's SJM Position: Q4 2023 in Review

Rainsberger Wealth Advisors sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 4,811 shares — an estimated $591K sold.

Rainsberger Wealth Advisors first reported a position in SJM in Q4 2021 and held it in 8 quarters. The position peaked at $697K in Q1 2023. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Rainsberger Wealth Advisors reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Rainsberger Wealth Advisors sold 4,811 J.M. Smucker shares in Q4 2023, an estimated $591K.
  • Rainsberger Wealth Advisors first reported a position in J.M. Smucker in Q4 2021 and held it in 8 quarters.
  • Rainsberger Wealth Advisors's J.M. Smucker position peaked at $697K in Q1 2023.
  • 899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.