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Strategy Asset Managers’s J.M. Smucker SJM Stock Holding History

Strategy Asset Managers’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
Q3 		– Sell
-2,170
Closed -$320K – 310
2024
Q2 		$320K Buy
+2,170
New +$246K 0.07% 168
2023
Q4 		– Sell
-2,161
Closed -$266K – 238
2023
Q3 		$266K Sell
2,161
-9
-0.4% -$1.28K 0.07% 182
2023
Q2 		$320K Sell
2,170
-49
-2% -$7.47K 0.07% 168
2023
Q1 		$349K Sell
2,219
-302
-12% -$45.9K 0.09% 161
2022
Q4 		$399K Sell
2,521
-37
-1% -$5.51K 0.1% 151
2022
Q3 		$352K Buy
+2,558
New +$349K 0.1% 158
2022
Q2 		– Sell
-2,479
Closed -$336K – 238
2022
Q1 		$336K Buy
+2,479
New +$338K 0.07% 184
2021
Q4 		– Sell
-2,461
Closed -$295K – 244
2021
Q3 		$295K Buy
2,461
+23
+0.9% +$2.92K 0.07% 208
2021
Q2 		$316K Buy
2,438
+130
+6% +$17.3K 0.07% 198
2021
Q1 		$292K Buy
2,308
+106
+5% +$12.5K 0.07% 191
2020
Q4 		$255K Buy
2,202
+59
+3% +$6.86K 0.06% 199
2020
Q3 		$248K Buy
2,143
+122
+6% +$13.6K 0.06% 197
2020
Q2 		$214K Buy
+2,021
New +$227K 0.06% 213
2016
Q4 		– Sell
-15,949
Closed -$2.16M – 149
2016
Q3 		$2.16M Buy
+15,949
New +$2.34M 0.48% 77
2014
Q1 		– Sell
-23,754
Closed -$2.46M – 141
2013
Q4 		$2.46M Sell
23,754
-540
-2% -$57.3K 0.54% 70
2013
Q3 		$2.55M Buy
+24,294
New +$2.63M 0.6% 64

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Strategy Asset Managers's SJM Position: Q3 2024 in Review

Strategy Asset Managers sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2,170 shares — an estimated $320K sold.

Strategy Asset Managers first reported a position in SJM in Q3 2013 and held it in 16 quarters. The position peaked at $2.55M in Q3 2013. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Strategy Asset Managers reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Strategy Asset Managers sold 2,170 J.M. Smucker shares in Q3 2024, an estimated $320K.
  • Strategy Asset Managers first reported a position in J.M. Smucker in Q3 2013 and held it in 16 quarters.
  • Strategy Asset Managers's J.M. Smucker position peaked at $2.55M in Q3 2013.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Strategy Asset Managers's 13F filing for Q3 2024, filed 8 Nov 2024.