Tradition Wealth Management’s J.M. Smucker SJM Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-1,217	Closed	-$154K	–	1049
2023 Q4	$154K	Buy	1,217 +83	+7%	+$9.62K	0.02%	368
2023 Q3	$139K	Buy	1,134 +6	+0.5%	+$852	0.02%	365
2023 Q2	$167K	Buy	1,128 +93	+9%	+$14.2K	0.02%	337
2023 Q1	$163K	Buy	+1,035	New	+$157K	0.02%	332
2022 Q4	–	Sell	-24	Closed	-$3K	–	1205
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	1161
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	1055
2022 Q1	$3K	Sell	24 -4	-14%	-$545	﹤0.01%	1123
2021 Q4	$4K	Sell	28 -66	-70%	-$8.42K	﹤0.01%	1103
2021 Q3	$11K	Buy	94 +70	+292%	+$8.9K	﹤0.01%	892
2021 Q2	$3K	Buy	+24	New	+$3.19K	﹤0.01%	1148
2021 Q1	–	Sell	-24	Closed	-$3K	–	995
2020 Q4	$3K	Buy	+24	New	+$2.79K	﹤0.01%	911

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tradition Wealth Management's SJM Position: Q1 2024 in Review

Tradition Wealth Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 1,217 shares — an estimated $154K sold.

Tradition Wealth Management first reported a position in SJM in Q4 2020 and held it in 11 quarters. The position peaked at $167K in Q2 2023. 884 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Tradition Wealth Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,217 J.M. Smucker shares in Q1 2024, an estimated $154K.
Tradition Wealth Management first reported a position in J.M. Smucker in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's J.M. Smucker position peaked at $167K in Q2 2023.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.