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Verdence Capital Advisors’s J.M. Smucker SJM Stock Holding History

Verdence Capital 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
-3,086
Closed -$390K – 612
2023
Q4 		$390K Buy
3,086
+15
+0.5% +$1.74K 0.04% 390
2023
Q3 		$377K Sell
3,071
-17
-0.6% -$2.42K 0.04% 376
2023
Q2 		$456K Sell
3,088
-75
-2% -$11.4K 0.05% 329
2023
Q1 		$498K Buy
3,163
+12
+0.4% +$1.82K 0.06% 309
2022
Q4 		$499K Sell
3,151
-9
-0.3% -$1.34K 0.06% 281
2022
Q3 		$434K Sell
3,160
-3,403
-52% -$464K 0.06% 303
2022
Q2 		$840K Sell
6,563
-2,009
-23% -$268K 0.11% 198
2022
Q1 		$1.16M Sell
8,572
-170
-2% -$23.2K 0.13% 172
2021
Q4 		$1.19M Buy
8,742
+218
+3% +$27.8K 0.14% 155
2021
Q3 		$1.02M Buy
8,524
+1,159
+16% +$147K 0.13% 166
2021
Q2 		$954K Buy
+7,365
New +$978K 0.13% 172

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Verdence Capital Advisors's SJM Position: Q1 2024 in Review

Verdence Capital Advisors sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 3,086 shares — an estimated $390K sold.

Verdence Capital Advisors first reported a position in SJM in Q2 2021 and held it in 11 quarters. The position peaked at $1.19M in Q4 2021. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Verdence Capital Advisors reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Verdence Capital Advisors sold 3,086 J.M. Smucker shares in Q1 2024, an estimated $390K.
  • Verdence Capital Advisors first reported a position in J.M. Smucker in Q2 2021 and held it in 11 quarters.
  • Verdence Capital Advisors's J.M. Smucker position peaked at $1.19M in Q4 2021.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Verdence Capital Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.