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RFP Financial Group’s J.M. Smucker SJM Stock Holding History

RFP Financial 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
Q3 		– Sell
-15
Closed -$1.64K – 671
2024
Q2 		$1.64K Sell
15
-24
-62% -$2.72K ﹤0.01% 740
2024
Q1 		$4.91K Buy
39
+15
+63% +$1.9K ﹤0.01% 531
2023
Q4 		$3.03K Hold
24
– – ﹤0.01% 622
2023
Q3 		$2.95K Hold
24
– – ﹤0.01% 585
2023
Q2 		$3.54K Hold
24
– – ﹤0.01% 605
2023
Q1 		$3.78K Hold
24
– – ﹤0.01% 427
2022
Q4 		$3.8K Buy
+24
New +$3.58K ﹤0.01% 560

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

RFP Financial Group's SJM Position: Q3 2024 in Review

RFP Financial Group sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 15 shares — an estimated $1.64K sold.

RFP Financial Group first reported a position in SJM in Q4 2022 and held it in 7 quarters. The position peaked at $4.91K in Q1 2024. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • RFP Financial Group reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 15 J.M. Smucker shares in Q3 2024, an estimated $1.64K.
  • RFP Financial Group first reported a position in J.M. Smucker in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's J.M. Smucker position peaked at $4.91K in Q1 2024.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.