Turtle Creek Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Turtle Creek Wealth Advisors’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	-187	Closed	-$23.6K	–	713
2023 Q4	$23.6K	Buy	+187	New	+$21.7K	0.01%	389

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Turtle Creek Wealth Advisors's SJM Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 187 shares — an estimated $23.6K sold.

Turtle Creek Wealth Advisors first reported a position in SJM in Q4 2023 and held it in 1 quarter. The position peaked at $23.6K in Q4 2023. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 187 J.M. Smucker shares in Q1 2024, an estimated $23.6K.
Turtle Creek Wealth Advisors first reported a position in J.M. Smucker in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's J.M. Smucker position peaked at $23.6K in Q4 2023.
883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.