Rockbridge Investment Management’s J.M. Smucker SJM Stock Holding History

Rockbridge Investment 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	-566	Closed	-$71.5K	–	527
2023 Q4	$71.5K	Buy	+566	New	+$65.6K	0.01%	203
2022 Q3	–	Sell	-64	Closed	-$8.19K	–	506
2022 Q2	$8.19K	Hold	64	–	–	﹤0.01%	392
2022 Q1	$8.8K	Sell	64 -215	-77%	-$29.3K	﹤0.01%	533
2021 Q4	$38K	Buy	279 +215	+336%	+$27.4K	0.01%	392
2021 Q3	$8K	Buy	64 +12	+23%	+$1.53K	﹤0.01%	556
2021 Q2	$7K	Hold	52	–	–	﹤0.01%	570
2021 Q1	$7K	Hold	52	–	–	﹤0.01%	547
2020 Q4	$6K	Hold	52	–	–	﹤0.01%	553
2020 Q3	$6K	Hold	52	–	–	﹤0.01%	517
2020 Q2	$6K	Buy	+52	New	+$5.84K	﹤0.01%	481

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rockbridge Investment Management's SJM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 566 shares — an estimated $71.5K sold.

Rockbridge Investment Management first reported a position in SJM in Q2 2020 and held it in 10 quarters. The position peaked at $71.5K in Q4 2023. 885 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Rockbridge Investment Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 566 J.M. Smucker shares in Q1 2024, an estimated $71.5K.
Rockbridge Investment Management first reported a position in J.M. Smucker in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's J.M. Smucker position peaked at $71.5K in Q4 2023.
885 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.