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Wahed Invest’s J.M. Smucker SJM Stock Holding History

Wahed Invest’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
-1,988
Closed -$250K – 241
2024
Q1 		$250K Buy
1,988
+240
+14% +$30.4K 0.06% 192
2023
Q4 		$221K Buy
1,748
+197
+13% +$22.8K 0.06% 186
2023
Q3 		$191K Buy
1,551
+80
+5% +$11.4K 0.06% 195
2023
Q2 		$217K Buy
1,471
+147
+11% +$22.4K 0.08% 175
2023
Q1 		$208K Buy
1,324
+27
+2% +$4.1K 0.09% 166
2022
Q4 		$206K Buy
1,297
+128
+11% +$19.1K 0.11% 159
2022
Q3 		$161K Buy
1,169
+48
+4% +$6.54K 0.1% 160
2022
Q2 		$143K Buy
+1,121
New +$149K 0.09% 175
2022
Q1 		– Sell
-1,255
Closed -$170K – 223
2021
Q4 		$170K Buy
+1,255
New +$160K 0.09% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wahed Invest's SJM Position: Q2 2024 in Review

Wahed Invest sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,988 shares — an estimated $250K sold.

Wahed Invest first reported a position in SJM in Q4 2021 and held it in 9 quarters. The position peaked at $250K in Q1 2024. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Wahed Invest reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Wahed Invest sold 1,988 J.M. Smucker shares in Q2 2024, an estimated $250K.
  • Wahed Invest first reported a position in J.M. Smucker in Q4 2021 and held it in 9 quarters.
  • Wahed Invest's J.M. Smucker position peaked at $250K in Q1 2024.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Wahed Invest's 13F filing for Q2 2024, filed 14 Aug 2024.