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Tyler-Stone Wealth Management’s J.M. Smucker SJM Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-80
Closed -$8.72K – 832
2024
Q2 		$8.72K Hold
80
– – ﹤0.01% 677
2024
Q1 		$10.1K Hold
80
– – ﹤0.01% 653
2023
Q4 		$10.1K Hold
80
– – 0.01% 636
2023
Q3 		$10K Hold
80
– – 0.01% 620
2023
Q2 		$12K Buy
+80
New +$12.2K 0.01% 578
2022
Q4 		$13K Hold
80
– – 0.01% 516
2022
Q3 		$11K Hold
80
– – 0.01% 526
2022
Q2 		$10K Hold
80
– – 0.01% 556
2022
Q1 		$11K Hold
80
– – 0.01% 565
2021
Q4 		$11K Buy
+80
New +$10.2K 0.01% 601

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Tyler-Stone Wealth Management's SJM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 80 shares — an estimated $8.72K sold.

Tyler-Stone Wealth Management first reported a position in SJM in Q4 2021 and held it in 10 quarters. The position peaked at $13K in Q4 2022. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 80 J.M. Smucker shares in Q3 2024, an estimated $8.72K.
  • Tyler-Stone Wealth Management first reported a position in J.M. Smucker in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's J.M. Smucker position peaked at $13K in Q4 2022.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.