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

Ritholtz 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	-6,434	Closed	-$813K	–	825
2023 Q4	$813K	Buy	+6,434	New	+$746K	0.03%	373
2023 Q2	–	Sell	-1,325	Closed	-$209K	–	703
2023 Q1	$209K	Sell	1,325 -28	-2%	-$4.25K	0.01%	594
2022 Q4	$214K	Sell	1,353 -486	-26%	-$72.4K	0.01%	528
2022 Q3	$253K	Buy	+1,839	New	+$251K	0.01%	596
2021 Q3	–	Sell	-2,097	Closed	-$272K	–	572
2021 Q2	$272K	Buy	+2,097	New	+$278K	0.02%	388
2020 Q1	–	Sell	-2,130	Closed	-$222K	–	202
2019 Q4	$222K	Sell	2,130 -10	-0.5%	-$1.06K	0.03%	128
2019 Q3	$235K	Buy	2,140 +10	+0.5%	+$1.11K	0.04%	117
2019 Q2	$245K	Hold	2,130	–	–	0.04%	111
2019 Q1	$248K	Buy	+2,130	New	+$223K	0.05%	112
2018 Q4	–	Sell	-2,130	Closed	-$219K	–	132
2018 Q3	$219K	Sell	2,130 -46	-2%	-$5.02K	0.06%	107
2018 Q2	$234K	Buy	2,176 +40	+2%	+$4.49K	0.06%	103
2018 Q1	$265K	Hold	2,136	–	–	0.08%	91
2017 Q4	$265K	Buy	+2,136	New	+$237K	0.08%	96

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

Ritholtz Wealth Management's SJM Position: Q1 2024 in Review

Ritholtz Wealth Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 6,434 shares — an estimated $813K sold.

Ritholtz Wealth Management first reported a position in SJM in Q4 2017 and held it in 13 quarters. The position peaked at $813K in Q4 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Ritholtz Wealth Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Ritholtz Wealth Management sold 6,434 J.M. Smucker shares in Q1 2024, an estimated $813K.
Ritholtz Wealth Management first reported a position in J.M. Smucker in Q4 2017 and held it in 13 quarters.
Ritholtz Wealth Management's J.M. Smucker position peaked at $813K in Q4 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Ritholtz Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.