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Schnieders Capital Management’s J.M. Smucker SJM Stock Holding History

Schnieders Capital 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
Q2 		– Sell
-1,818
Closed -$229K – 211
2024
Q1 		$229K Sell
1,818
-1,503
-45% -$190K 0.05% 186
2023
Q4 		$420K Buy
+3,321
New +$385K 0.09% 127
2017
Q2 		– Sell
-1,656
Closed -$217K – 158
2017
Q1 		$217K Buy
+1,656
New +$225K 0.1% 140

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schnieders Capital Management's SJM Position: Q2 2024 in Review

Schnieders Capital Management sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,818 shares — an estimated $229K sold.

Schnieders Capital Management first reported a position in SJM in Q1 2017 and held it in 3 quarters. The position peaked at $420K in Q4 2023. 853 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Schnieders Capital Management reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Schnieders Capital Management sold 1,818 J.M. Smucker shares in Q2 2024, an estimated $229K.
  • Schnieders Capital Management first reported a position in J.M. Smucker in Q1 2017 and held it in 3 quarters.
  • Schnieders Capital Management's J.M. Smucker position peaked at $420K in Q4 2023.
  • 853 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Schnieders Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.