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

Sanctuary 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
Q4 		$13.9K Hold
126
– – 0.01% 156
2024
Q3 		$15.3K Buy
+126
New +$14.8K 0.01% 160

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Sanctuary Wealth Management's SJM Position: Q4 2024 in Review

Sanctuary Wealth Management held its J.M. Smucker (SJM) position steady in Q4 2024 at 126 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #156.

Sanctuary Wealth Management first reported a position in SJM in Q3 2024 and has held it in 2 quarters since. The position peaked at $15.3K in Q3 2024. 844 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Sanctuary Wealth Management held 126 shares of J.M. Smucker worth $13.9K as of Q4 2024.
  • Sanctuary Wealth Management left its J.M. Smucker share count unchanged in Q4 2024.
  • J.M. Smucker made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #156 holding.
  • Sanctuary Wealth Management first reported a position in J.M. Smucker in Q3 2024 and has held it in 2 quarters since.
  • Sanctuary Wealth Management's J.M. Smucker position peaked at $15.3K in Q3 2024.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.