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Strategic Blueprint’s J.M. Smucker SJM Stock Holding History

Strategic Blueprint’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
-1,861
Closed -$234K – 653
2024
Q1 		$234K Buy
1,861
+28
+2% +$3.54K 0.02% 543
2023
Q4 		$232K Buy
1,833
+36
+2% +$4.17K 0.02% 514
2023
Q3 		$221K Buy
1,797
+1
+0.1% +$142 0.02% 494
2023
Q2 		$265K Buy
1,796
+1
+0.1% +$153 0.03% 450
2023
Q1 		$283K Sell
1,795
-40
-2% -$6.08K 0.03% 424
2022
Q4 		$291K Buy
1,835
+1
+0.1% +$149 0.03% 403
2022
Q3 		$252K Sell
1,834
-7
-0.4% -$954 0.03% 417
2022
Q2 		$236K Sell
1,841
-4
-0.2% -$533 0.03% 436
2022
Q1 		$250K Buy
1,845
+127
+7% +$17.3K 0.03% 426
2021
Q4 		$233K Buy
+1,718
New +$219K 0.03% 434
2021
Q3 		– Sell
-112
Closed -$15K – 1160
2021
Q2 		$15K Buy
+112
New +$14.9K ﹤0.01% 883
2020
Q4 		– Sell
-2,956
Closed -$341K – 258
2020
Q3 		$341K Buy
+2,956
New +$329K 0.11% 158

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Blueprint's SJM Position: Q2 2024 in Review

Strategic Blueprint sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,861 shares — an estimated $234K sold.

Strategic Blueprint first reported a position in SJM in Q3 2020 and held it in 12 quarters. The position peaked at $341K in Q3 2020. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Strategic Blueprint reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Strategic Blueprint sold 1,861 J.M. Smucker shares in Q2 2024, an estimated $234K.
  • Strategic Blueprint first reported a position in J.M. Smucker in Q3 2020 and held it in 12 quarters.
  • Strategic Blueprint's J.M. Smucker position peaked at $341K in Q3 2020.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Strategic Blueprint's 13F filing for Q2 2024, filed 26 Jul 2024.