Systematic Portfolios’s J.M. Smucker SJM Stock Holding History

Systematic Portfolios’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	-1,866	Closed	-$203K	–	45
2024 Q2	$203K	Buy	+1,866	New	+$211K	1.42%	51

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Systematic Portfolios's SJM Position: Q3 2024 in Review

Systematic Portfolios sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 1,866 shares — an estimated $203K sold.

Systematic Portfolios first reported a position in SJM in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 844 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

Systematic Portfolios reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
Systematic Portfolios sold 1,866 J.M. Smucker shares in Q3 2024, an estimated $203K.
Systematic Portfolios first reported a position in J.M. Smucker in Q2 2024 and held it in 1 quarter.
Systematic Portfolios's J.M. Smucker position peaked at $203K in Q2 2024.
844 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Systematic Portfolios's 13F filing for Q3 2024.