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Wedmont Private Capital’s J.M. Smucker SJM Stock Holding History

Wedmont Private Capital’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
-2,532
Closed -$297K – 668
2024
Q1 		$297K Buy
+2,532
New +$321K 0.02% 454
2023
Q3 		– Sell
-2,223
Closed -$329K – 530
2023
Q2 		$329K Sell
2,223
-65
-3% -$9.91K 0.04% 358
2023
Q1 		$356K Buy
2,288
+615
+37% +$93.4K 0.05% 293
2022
Q4 		$272K Buy
+1,673
New +$249K 0.04% 358

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

Wedmont Private Capital's SJM Position: Q2 2024 in Review

Wedmont Private Capital sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 2,532 shares — an estimated $297K sold.

Wedmont Private Capital first reported a position in SJM in Q4 2022 and held it in 4 quarters. The position peaked at $356K in Q1 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • Wedmont Private Capital reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • Wedmont Private Capital sold 2,532 J.M. Smucker shares in Q2 2024, an estimated $297K.
  • Wedmont Private Capital first reported a position in J.M. Smucker in Q4 2022 and held it in 4 quarters.
  • Wedmont Private Capital's J.M. Smucker position peaked at $356K in Q1 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Wedmont Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.