VitalStone Financial’s J.M. Smucker SJM Stock Holding History

VitalStone Financial’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	-60	Closed	-$8K	–	572
2024 Q1	$8K	Buy	+60	New	+$7.6K	0.01%	299
2023 Q4	–	Sell	-59	Closed	-$6K	–	579
2023 Q3	$6K	Buy	+59	New	+$8.38K	0.01%	299

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 $113B AUM 38.87% 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

VitalStone Financial's SJM Position: Q2 2024 in Review

VitalStone Financial sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 60 shares — an estimated $8K sold.

VitalStone Financial first reported a position in SJM in Q3 2023 and held it in 2 quarters. The position peaked at $8K in Q1 2024. 852 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

VitalStone Financial reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
VitalStone Financial sold 60 J.M. Smucker shares in Q2 2024, an estimated $8K.
VitalStone Financial first reported a position in J.M. Smucker in Q3 2023 and held it in 2 quarters.
VitalStone Financial's J.M. Smucker position peaked at $8K in Q1 2024.
852 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.