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Transcendent Capital Group’s J.M. Smucker SJM Stock Holding History

Transcendent Capital Group’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
2025
Q1 		– Sell
-63
Closed -$6.94K – 354
2024
Q4 		$6.94K Hold
63
– – ﹤0.01% 372
2024
Q3 		$7.63K Hold
63
– – ﹤0.01% 377
2024
Q2 		$6.87K Hold
63
– – ﹤0.01% 343
2024
Q1 		$7.93K Hold
63
– – ﹤0.01% 337
2023
Q4 		$7.96K Buy
+63
New +$7.3K 0.01% 282

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transcendent Capital Group's SJM Position: Q1 2025 in Review

Transcendent Capital Group sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 63 shares — an estimated $6.94K sold.

Transcendent Capital Group first reported a position in SJM in Q4 2023 and held it in 5 quarters. The position peaked at $7.96K in Q4 2023. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Transcendent Capital Group reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 63 J.M. Smucker shares in Q1 2025, an estimated $6.94K.
  • Transcendent Capital Group first reported a position in J.M. Smucker in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's J.M. Smucker position peaked at $7.96K in Q4 2023.
  • 834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.