Red Door Wealth Management’s J.M. Smucker SJM Stock Holding History

Red Door Wealth 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 Q1	–	Sell	-1,662	Closed	-$210K	–	211
2023 Q4	$210K	Buy	+1,662	New	+$193K	0.05%	184
2021 Q3	–	Sell	-358	Closed	-$46K	–	520
2021 Q2	$46K	Buy	+358	New	+$47.5K	0.02%	269
2020 Q3	–	Sell	-294	Closed	-$31K	–	357
2020 Q2	$31K	Hold	294	–	–	0.02%	217
2020 Q1	$32K	Buy	+294	New	+$31.4K	0.03%	199

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

Red Door Wealth Management's SJM Position: Q1 2024 in Review

Red Door Wealth Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 1,662 shares — an estimated $210K sold.

Red Door Wealth Management first reported a position in SJM in Q1 2020 and held it in 4 quarters. The position peaked at $210K in Q4 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Red Door Wealth Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Red Door Wealth Management sold 1,662 J.M. Smucker shares in Q1 2024, an estimated $210K.
Red Door Wealth Management first reported a position in J.M. Smucker in Q1 2020 and held it in 4 quarters.
Red Door Wealth Management's J.M. Smucker position peaked at $210K in Q4 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Red Door Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.