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Trust Point Inc’s J.M. Smucker SJM Stock Holding History

Trust Point Inc’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
Q4 		– Sell
-1,856
Closed -$225K – 581
2024
Q3 		$225K Sell
1,856
-523
-22% -$61.6K 0.02% 468
2024
Q2 		$259K Sell
2,379
-2,198
-48% -$249K 0.02% 410
2024
Q1 		$576K Sell
4,577
-1,110
-20% -$141K 0.05% 258
2023
Q4 		$719K Buy
+5,687
New +$659K 0.06% 191

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Trust Point Inc's SJM Position: Q4 2024 in Review

Trust Point Inc sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 1,856 shares — an estimated $225K sold.

Trust Point Inc first reported a position in SJM in Q4 2023 and held it in 4 quarters. The position peaked at $719K in Q4 2023. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Trust Point Inc reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Trust Point Inc sold 1,856 J.M. Smucker shares in Q4 2024, an estimated $225K.
  • Trust Point Inc first reported a position in J.M. Smucker in Q4 2023 and held it in 4 quarters.
  • Trust Point Inc's J.M. Smucker position peaked at $719K in Q4 2023.
  • 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Trust Point Inc's 13F filing for Q4 2024, filed 24 Jan 2025.