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The Family Firm’s J.M. Smucker SJM Stock Holding History

The Family Firm’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
-741
Closed -$80.8K – 730
2024
Q2 		$80.8K Buy
+741
New +$83.8K 0.02% 315
2022
Q4 		– Sell
-3,702
Closed -$509K – 180
2022
Q3 		$509K Buy
3,702
+5
+0.1% +$681 0.16% 95
2022
Q2 		$473K Buy
+3,697
New +$493K 0.14% 101

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 $3.38T AUM 44.17% 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

The Family Firm's SJM Position: Q3 2024 in Review

The Family Firm sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 741 shares — an estimated $80.8K sold.

The Family Firm first reported a position in SJM in Q2 2022 and held it in 3 quarters. The position peaked at $509K in Q3 2022. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • The Family Firm reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 741 J.M. Smucker shares in Q3 2024, an estimated $80.8K.
  • The Family Firm first reported a position in J.M. Smucker in Q2 2022 and held it in 3 quarters.
  • The Family Firm's J.M. Smucker position peaked at $509K in Q3 2022.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.