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Schechter Investment Advisors’s J.M. Smucker SJM Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$206K Sell
1,742
-336
-16% -$36.3K 0.02% 549
2024
Q4 		$229K Sell
2,078
-2,884
-58% -$332K 0.02% 545
2024
Q3 		$601K Buy
4,962
+180
+4% +$21.2K 0.04% 361
2024
Q2 		$521K Sell
4,782
-931
-16% -$105K 0.04% 361
2024
Q1 		$719K Buy
5,713
+1,646
+40% +$208K 0.05% 311
2023
Q4 		$514K Sell
4,067
-5
-0.1% -$579 0.04% 348
2023
Q3 		$500K Sell
4,072
-32
-0.8% -$4.55K 0.05% 342
2023
Q2 		$606K Sell
4,104
-13
-0.3% -$1.98K 0.05% 343
2023
Q1 		$648K Sell
4,117
-480
-10% -$72.9K 0.06% 356
2022
Q4 		$728K Sell
4,597
-153
-3% -$22.8K 0.07% 387
2022
Q3 		$652K Sell
4,750
-105
-2% -$14.3K 0.06% 423
2022
Q2 		$621K Sell
4,855
-1,506
-24% -$201K 0.06% 460
2022
Q1 		$862K Sell
6,361
-36
-0.6% -$4.91K 0.08% 358
2021
Q4 		$869K Buy
+6,397
New +$816K 0.08% 354

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's SJM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its J.M. Smucker (SJM) stake by 16% in Q1 2025, selling an estimated $36.3K and leaving 1,742 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #549.

Schechter Investment Advisors first reported a position in SJM in Q4 2021 and has held it in 14 quarters since. The position peaked at $869K in Q4 2021. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Schechter Investment Advisors held 1,742 shares of J.M. Smucker worth $206K as of Q1 2025.
  • Schechter Investment Advisors sold 336 J.M. Smucker shares in Q1 2025, an estimated $36.3K.
  • J.M. Smucker made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #549 holding.
  • Schechter Investment Advisors first reported a position in J.M. Smucker in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's J.M. Smucker position peaked at $869K in Q4 2021.
  • 833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.