SRH Advisors’s J.M. Smucker SJM Stock Holding History

SRH 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
2024 Q2	–	Sell	-500	Closed	-$62.9K	–	306
2024 Q1	$62.9K	Sell	500 -55	-10%	-$6.96K	0.02%	114
2023 Q4	$70.1K	Sell	555 -1,100	-66%	-$127K	0.02%	108
2023 Q3	$203K	Sell	1,655 -25	-1%	-$3.55K	0.1%	56
2023 Q2	$264K	Hold	1,680	–	–	0.14%	48
2023 Q1	$264K	Hold	1,680	–	–	0.14%	48
2022 Q4	$266K	Hold	1,680	–	–	0.15%	49
2022 Q3	$231K	Hold	1,680	–	–	0.3%	50
2022 Q2	$215K	Hold	1,680	–	–	0.27%	53
2022 Q1	$227K	Hold	1,680	–	–	0.25%	56
2021 Q4	$228K	Hold	1,680	–	–	0.26%	58
2021 Q3	$202K	Hold	1,680	–	–	0.25%	58
2021 Q2	$218K	Buy	1,680 +1,500	+833%	+$199K	0.27%	55
2021 Q1	$23K	Hold	180	–	–	0.03%	155
2020 Q4	$21K	Buy	180 +100	+125%	+$11.6K	0.03%	158
2020 Q3	$9K	Buy	+80	New	+$8.92K	0.02%	189

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 $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

SRH Advisors's SJM Position: Q2 2024 in Review

SRH Advisors sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 500 shares — an estimated $62.9K sold.

SRH Advisors first reported a position in SJM in Q3 2020 and held it in 15 quarters. The position peaked at $266K in Q4 2022. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

SRH Advisors reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
SRH Advisors sold 500 J.M. Smucker shares in Q2 2024, an estimated $62.9K.
SRH Advisors first reported a position in J.M. Smucker in Q3 2020 and held it in 15 quarters.
SRH Advisors's J.M. Smucker position peaked at $266K in Q4 2022.
852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on SRH Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.