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

Valley Brook 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
2024
Q4 		– Sell
-1,834
Closed -$222K – 118
2024
Q3 		$222K Sell
1,834
-650
-26% -$76.6K 0.16% 110
2024
Q2 		$271K Sell
2,484
-100
-4% -$11.3K 0.21% 98
2024
Q1 		$325K Sell
2,584
-200
-7% -$25.3K 0.26% 87
2023
Q4 		$352K Hold
2,784
– – 0.31% 81
2023
Q3 		$342K Hold
2,784
– – 0.34% 74
2023
Q2 		$411K Sell
2,784
-50
-2% -$7.63K 0.38% 68
2023
Q1 		$446K Hold
2,834
– – 0.41% 63
2022
Q4 		$449K Hold
2,834
– – 0.43% 64
2022
Q3 		$389K Hold
2,834
– – 0.42% 63
2022
Q2 		$362K Hold
2,834
– – 0.37% 72
2022
Q1 		$383K Buy
2,834
+200
+8% +$27.3K 0.33% 75
2021
Q4 		$357K Hold
2,634
– – 0.31% 81
2021
Q3 		$316K Sell
2,634
-200
-7% -$25.4K 0.31% 80
2021
Q2 		$367K Hold
2,834
– – 0.35% 76
2021
Q1 		$358K Sell
2,834
-167
-6% -$19.7K 0.32% 69
2020
Q4 		$346K Buy
+3,001
New +$349K 0.34% 67

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
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

Valley Brook Capital Group's SJM Position: Q4 2024 in Review

Valley Brook Capital Group sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 1,834 shares — an estimated $222K sold.

Valley Brook Capital Group first reported a position in SJM in Q4 2020 and held it in 16 quarters. The position peaked at $449K in Q4 2022. 846 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Valley Brook Capital Group reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Valley Brook Capital Group sold 1,834 J.M. Smucker shares in Q4 2024, an estimated $222K.
  • Valley Brook Capital Group first reported a position in J.M. Smucker in Q4 2020 and held it in 16 quarters.
  • Valley Brook Capital Group's J.M. Smucker position peaked at $449K in Q4 2022.
  • 846 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Valley Brook Capital Group's 13F filing for Q4 2024, filed 29 Jan 2025.