Virginia Wealth Management Group’s J.M. Smucker SJM Stock Holding History

Virginia Wealth Management 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 Q2	–	Sell	-20,478	Closed	-$2.58M	–	56
2024 Q1	$2.58M	Buy	20,478 +653	+3%	+$82.7K	2.11%	27
2023 Q4	$2.51M	Sell	19,825 -7,253	-27%	-$840K	2.19%	24
2023 Q3	$3.33M	Buy	27,078 +198	+0.7%	+$28.1K	2.25%	19
2023 Q2	$3.97M	Sell	26,880 -475	-2%	-$72.5K	2.72%	8
2023 Q1	$4.3M	Buy	27,355 +325	+1%	+$49.4K	2.95%	4
2022 Q4	$4.28M	Buy	27,030 +317	+1%	+$47.2K	2.97%	5
2022 Q3	$3.67M	Buy	26,713 +6,184	+30%	+$843K	2.74%	6
2022 Q2	$2.63M	Buy	20,529 +192	+0.9%	+$25.6K	2.53%	11
2022 Q1	$2.77M	Buy	20,337 +769	+4%	+$105K	2.48%	12
2021 Q4	$2.66M	Buy	+19,568	New	+$2.5M	2.39%	15

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Virginia Wealth Management Group's SJM Position: Q2 2024 in Review

Virginia Wealth Management Group sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 20,478 shares — an estimated $2.58M sold.

Virginia Wealth Management Group first reported a position in SJM in Q4 2021 and held it in 10 quarters. The position peaked at $4.3M in Q1 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

Virginia Wealth Management Group reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
Virginia Wealth Management Group sold 20,478 J.M. Smucker shares in Q2 2024, an estimated $2.58M.
Virginia Wealth Management Group first reported a position in J.M. Smucker in Q4 2021 and held it in 10 quarters.
Virginia Wealth Management Group's J.M. Smucker position peaked at $4.3M in Q1 2023.
851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Virginia Wealth Management Group's 13F filing for Q2 2024, filed 17 Jul 2024.