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Retirement Guys Formula’s J.M. Smucker SJM Stock Holding History

Retirement Guys Formula’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
-4,036
Closed -$510K – 147
2023
Q4 		$510K Buy
4,036
+398
+11% +$46.1K 0.27% 79
2023
Q3 		$447K Buy
3,638
+361
+11% +$51.3K 0.31% 95
2023
Q2 		$484K Hold
3,277
– – 0.28% 91
2023
Q1 		$516K Buy
3,277
+8
+0.2% +$1.22K 0.37% 75
2022
Q4 		$518K Buy
3,269
+303
+10% +$45.1K 0.42% 70
2022
Q3 		$408K Buy
2,966
+478
+19% +$65.1K 0.43% 61
2022
Q2 		$318K Buy
2,488
+818
+49% +$109K 0.33% 95
2022
Q1 		$226K Buy
+1,670
New +$228K 0.15% 122

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

Retirement Guys Formula's SJM Position: Q1 2024 in Review

Retirement Guys Formula sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 4,036 shares — an estimated $510K sold.

Retirement Guys Formula first reported a position in SJM in Q1 2022 and held it in 8 quarters. The position peaked at $518K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Retirement Guys Formula reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 4,036 J.M. Smucker shares in Q1 2024, an estimated $510K.
  • Retirement Guys Formula first reported a position in J.M. Smucker in Q1 2022 and held it in 8 quarters.
  • Retirement Guys Formula's J.M. Smucker position peaked at $518K in Q4 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.