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Valmark Advisers’s J.M. Smucker SJM Stock Holding History

Valmark Advisers’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
-2,380
Closed -$260K – 596
2024
Q2 		$260K Sell
2,380
-1,551
-39% -$175K ﹤0.01% 501
2024
Q1 		$495K Buy
3,931
+713
+22% +$90.3K 0.01% 383
2023
Q4 		$407K Buy
3,218
+68
+2% +$7.88K 0.01% 384
2023
Q3 		$387K Sell
3,150
-66
-2% -$9.38K 0.01% 366
2023
Q2 		$475K Sell
3,216
-50
-2% -$7.63K 0.01% 339
2023
Q1 		$514K Sell
3,266
-356
-10% -$54.1K 0.01% 312
2022
Q4 		$574K Buy
3,622
+1,129
+45% +$168K 0.01% 296
2022
Q3 		$343K Sell
2,493
-103
-4% -$14K 0.01% 332
2022
Q2 		$332K Buy
2,596
+109
+4% +$14.5K 0.01% 341
2022
Q1 		$337K Buy
2,487
+71
+3% +$9.68K 0.01% 353
2021
Q4 		$328K Buy
+2,416
New +$308K 0.01% 338

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

Valmark Advisers's SJM Position: Q3 2024 in Review

Valmark Advisers sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 2,380 shares — an estimated $260K sold.

Valmark Advisers first reported a position in SJM in Q4 2021 and held it in 11 quarters. The position peaked at $574K in Q4 2022. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Valmark Advisers reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Valmark Advisers sold 2,380 J.M. Smucker shares in Q3 2024, an estimated $260K.
  • Valmark Advisers first reported a position in J.M. Smucker in Q4 2021 and held it in 11 quarters.
  • Valmark Advisers's J.M. Smucker position peaked at $574K in Q4 2022.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Valmark Advisers's 13F filing for Q3 2024, filed 25 Oct 2024.