Waldron Private Wealth’s J.M. Smucker SJM Stock Holding History

Waldron Private Wealth’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 Q4	–	Sell	-482	Closed	-$58.4K	–	452
2024 Q3	$58.4K	Buy	+482	New	+$56.8K	﹤0.01%	435

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Waldron Private Wealth's SJM Position: Q4 2024 in Review

Waldron Private Wealth sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 482 shares — an estimated $58.4K sold.

Waldron Private Wealth first reported a position in SJM in Q3 2024 and held it in 1 quarter. The position peaked at $58.4K in Q3 2024. 846 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

Waldron Private Wealth reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 482 J.M. Smucker shares in Q4 2024, an estimated $58.4K.
Waldron Private Wealth first reported a position in J.M. Smucker in Q3 2024 and held it in 1 quarter.
Waldron Private Wealth's J.M. Smucker position peaked at $58.4K in Q3 2024.
846 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.