Tucker Asset Management’s J.M. Smucker SJM Stock Holding History

Tucker Asset 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 Q3	–	Sell	-9	Closed	-$981	–	1651
2024 Q2	$981	Hold	9	–	–	﹤0.01%	1448
2024 Q1	$1.13K	Hold	9	–	–	﹤0.01%	1420
2023 Q4	$1.14K	Hold	9	–	–	﹤0.01%	1232
2023 Q3	$1.11K	Hold	9	–	–	﹤0.01%	1157
2023 Q2	$1.33K	Sell	9 -7	-44%	-$1.07K	﹤0.01%	924
2023 Q1	$2.52K	Buy	16 +7	+78%	+$1.06K	﹤0.01%	851
2022 Q4	$1.43K	Hold	9	–	–	﹤0.01%	603
2022 Q3	$1.36K	Hold	9	–	–	﹤0.01%	616
2022 Q2	$1.15K	Hold	9	–	–	﹤0.01%	516
2022 Q1	$1.22K	Hold	9	–	–	﹤0.01%	481
2021 Q4	$1.22K	Hold	9	–	–	﹤0.01%	392
2021 Q3	$1.11K	Hold	9	–	–	﹤0.01%	334
2021 Q2	$1.17K	Hold	9	–	–	﹤0.01%	306
2021 Q1	$1.14K	Hold	9	–	–	﹤0.01%	289
2020 Q4	$1.04K	Buy	+9	New	+$1.05K	﹤0.01%	308

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Tucker Asset Management's SJM Position: Q3 2024 in Review

Tucker Asset Management sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 9 shares — an estimated $981 sold.

Tucker Asset Management first reported a position in SJM in Q4 2020 and held it in 15 quarters. The position peaked at $2.52K in Q1 2023. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

Tucker Asset Management reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 9 J.M. Smucker shares in Q3 2024, an estimated $981.
Tucker Asset Management first reported a position in J.M. Smucker in Q4 2020 and held it in 15 quarters.
Tucker Asset Management's J.M. Smucker position peaked at $2.52K in Q1 2023.
845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.