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SYSTM Wealth Solutions’s J.M. Smucker SJM Stock Holding History

SYSTM Wealth Solutions’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
-5,802
Closed -$730K – 922
2024
Q1 		$730K Buy
5,802
+1,836
+46% +$232K 0.09% 243
2023
Q4 		$501K Sell
3,966
-72
-2% -$8.34K 0.07% 275
2023
Q3 		$496K Sell
4,038
-5,673
-58% -$806K 0.08% 287
2023
Q2 		$1.43M Sell
9,711
-277
-3% -$42.3K 0.19% 146
2023
Q1 		$1.57M Sell
9,988
-640
-6% -$97.2K 0.24% 110
2022
Q4 		$1.68M Buy
+10,628
New +$1.58M 0.21% 136

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

SYSTM Wealth Solutions's SJM Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 5,802 shares — an estimated $730K sold.

SYSTM Wealth Solutions first reported a position in SJM in Q4 2022 and held it in 6 quarters. The position peaked at $1.68M in Q4 2022. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,802 J.M. Smucker shares in Q2 2024, an estimated $730K.
  • SYSTM Wealth Solutions first reported a position in J.M. Smucker in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's J.M. Smucker position peaked at $1.68M in Q4 2022.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.