SJM SMUCKER J M CO

Ownership history in Geller Advisors LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in SMUCKER J M CO (SJM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2023 Q4)
Avg. % of fund
0.02%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 2,023 +323 +19.0% 0.02% $245K $114.09
2024 Q1 REDUCED 1,700 -124 -6.8% 0.02% $214K $116.42
2023 Q4 INITIATED 1,824 0.02% $231K
% of Fund (quarterly)    SJM price (monthly, adj. close)
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