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Raymond James Trust’s J.M. Smucker SJM Stock Holding History

Raymond James Trust’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 		$587K Buy
4,846
+310
+7% +$36.5K 0.01% 706
2024
Q2 		$495K Buy
4,536
+763
+20% +$86.3K 0.01% 729
2024
Q1 		$475K Sell
3,773
-1,133
-23% -$143K 0.01% 743
2023
Q4 		$620K Sell
4,906
-536
-10% -$62.1K 0.02% 593
2023
Q3 		$669K Sell
5,442
-439
-7% -$62.4K 0.02% 533
2023
Q2 		$869K Sell
5,881
-219
-4% -$33.4K 0.03% 463
2023
Q1 		$960K Buy
6,100
+169
+3% +$25.7K 0.03% 418
2022
Q4 		$939K Sell
5,931
-240
-4% -$35.8K 0.03% 412
2022
Q3 		$848K Buy
6,171
+980
+19% +$134K 0.03% 419
2022
Q2 		$665K Buy
5,191
+371
+8% +$49.5K 0.02% 493
2022
Q1 		$653K Sell
4,820
-139
-3% -$18.9K 0.02% 538
2021
Q4 		$673K Sell
4,959
-191
-4% -$24.4K 0.02% 543
2021
Q3 		$618K Sell
5,150
-252
-5% -$32K 0.02% 547
2021
Q2 		$700K Buy
5,402
+1,563
+41% +$208K 0.02% 499
2021
Q1 		$486K Sell
3,839
-1,053
-22% -$124K 0.02% 606
2020
Q4 		$565K Buy
4,892
+214
+5% +$24.9K 0.02% 497
2020
Q3 		$540K Buy
4,678
+276
+6% +$30.8K 0.02% 474
2020
Q2 		$466K Sell
4,402
-436
-9% -$49K 0.02% 493
2020
Q1 		$537K Buy
4,838
+260
+6% +$27.8K 0.03% 383
2019
Q4 		$476K Sell
4,578
-147
-3% -$15.6K 0.02% 483
2019
Q3 		$520K Sell
4,725
-227
-5% -$25.3K 0.03% 448
2019
Q2 		$571K Sell
4,952
-121
-2% -$14.8K 0.03% 407
2019
Q1 		$591K Sell
5,073
-511
-9% -$53.4K 0.03% 383
2018
Q4 		$522K Sell
5,584
-2,849
-34% -$297K 0.03% 386
2018
Q3 		$866K Sell
8,433
-205
-2% -$22.4K 0.05% 306
2018
Q2 		$929K Buy
8,638
+135
+2% +$15.2K 0.06% 286
2018
Q1 		$1.05M Sell
8,503
-295
-3% -$36.8K 0.07% 234
2017
Q4 		$1.09M Sell
8,798
-367
-4% -$40.8K 0.07% 235
2017
Q3 		$961K Buy
9,165
+551
+6% +$62.9K 0.07% 246
2017
Q2 		$1.02M Sell
8,614
-348
-4% -$44K 0.08% 236
2017
Q1 		$1.18M Buy
8,962
+638
+8% +$86.7K 0.09% 220
2016
Q4 		$1.07M Buy
8,324
+2,546
+44% +$330K 0.09% 225
2016
Q3 		$783K Sell
5,778
-200
-3% -$29.4K 0.07% 257
2016
Q2 		$911K Buy
5,978
+32
+0.5% +$4.26K 0.08% 229
2016
Q1 		$772K Buy
5,946
+128
+2% +$16.1K 0.07% 251
2015
Q4 		$718K Sell
5,818
-3
-0.1% -$358 0.07% 271
2015
Q3 		$664K Sell
5,821
-60
-1% -$6.69K 0.07% 250
2015
Q2 		$638K Buy
5,881
+21
+0.4% +$2.43K 0.07% 261
2015
Q1 		$678K Buy
5,860
+704
+14% +$77.2K 0.07% 255
2014
Q4 		$521K Sell
5,156
-825
-14% -$83.6K 0.06% 312
2014
Q3 		$592K Sell
5,981
-30
-0.5% -$3.08K 0.07% 267
2014
Q2 		$641K Buy
6,011
+102
+2% +$10.2K 0.07% 254
2014
Q1 		$574K Sell
5,909
-2,557
-30% -$249K 0.07% 254
2013
Q4 		$877K Sell
8,466
-12,448
-60% -$1.32M 0.12% 183
2013
Q3 		$2.2M Buy
20,914
+292
+1% +$31.6K 0.34% 76
2013
Q2 		$2.13M Buy
+20,622
New +$2.1M 0.35% 69

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
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

Raymond James Trust's SJM Position: Q3 2024 in Review

Raymond James Trust increased its J.M. Smucker (SJM) stake by 6.8% in Q3 2024, buying an estimated $36.5K and bringing the position to 4,846 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #706.

Raymond James Trust first reported a position in SJM in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.2M in Q3 2013. 843 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Raymond James Trust held 4,846 shares of J.M. Smucker worth $587K as of Q3 2024.
  • Raymond James Trust bought 310 J.M. Smucker shares in Q3 2024, an estimated $36.5K.
  • J.M. Smucker made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #706 holding.
  • Raymond James Trust first reported a position in J.M. Smucker in Q2 2013 and has held it in 46 quarters since.
  • Raymond James Trust's J.M. Smucker position peaked at $2.2M in Q3 2013.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.