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Adams Asset Advisors’s J.M. Smucker SJM Stock Holding History

Adams Asset Advisors’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
-38,688
Closed -$4.69M – 80
2024
Q3 		$4.69M Hold
38,688
– – 0.62% 37
2024
Q2 		$4.22M Hold
38,688
– – 0.55% 39
2024
Q1 		$4.87M Hold
38,688
– – 0.63% 38
2023
Q4 		$4.89M Sell
38,688
-929
-2% -$108K 0.66% 38
2023
Q3 		$4.87M Hold
39,617
– – 0.65% 36
2023
Q2 		$5.85M Sell
39,617
-4,063
-9% -$620K 0.85% 32
2023
Q1 		$6.87M Hold
43,680
– – 0.92% 31
2022
Q4 		$6.92M Hold
43,680
– – 0.93% 31
2022
Q3 		$6M Sell
43,680
-705
-2% -$96.1K 0.93% 30
2022
Q2 		$5.68M Sell
44,385
-25
-0.1% -$3.33K 0.86% 35
2022
Q1 		$6.01M Hold
44,410
– – 0.88% 34
2021
Q4 		$6.03M Hold
44,410
– – 1.1% 34
2021
Q3 		$5.33M Buy
44,410
+2,350
+6% +$299K 1.07% 35
2021
Q2 		$5.45M Sell
42,060
-607
-1% -$80.6K 1.07% 36
2021
Q1 		$5.4M Hold
42,667
– – 1.16% 32
2020
Q4 		$4.93M Hold
42,667
– – 1.35% 31
2020
Q3 		$4.93M Hold
42,667
– – 1.56% 28
2020
Q2 		$4.51M Hold
42,667
– – 1.34% 29
2020
Q1 		$4.74M Buy
+42,667
New +$4.56M 1.9% 17
2019
Q4 		– Sell
-61,558
Closed -$6.77M – 95
2019
Q3 		$6.77M Sell
61,558
-1,742
-3% -$194K 1.1% 16
2019
Q2 		$7.29M Sell
63,300
-3,428
-5% -$419K 1.13% 16
2019
Q1 		$7.77M Hold
66,728
– – 1.04% 13
2018
Q4 		$6.24M Sell
66,728
-966
-1% -$101K 0.88% 20
2018
Q3 		$6.95M Buy
67,694
+12,357
+22% +$1.35M 0.75% 22
2018
Q2 		$5.95M Buy
55,337
+1,277
+2% +$143K 0.64% 27
2018
Q1 		$6.7M Hold
54,060
– – 0.91% 20
2017
Q4 		$6.72M Buy
+54,060
New +$6.01M 0.83% 22

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Adams Asset Advisors's SJM Position: Q4 2024 in Review

Adams Asset Advisors sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 38,688 shares — an estimated $4.69M sold.

Adams Asset Advisors first reported a position in SJM in Q4 2017 and held it in 27 quarters. The position peaked at $7.77M in Q1 2019. 846 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Adams Asset Advisors reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Adams Asset Advisors sold 38,688 J.M. Smucker shares in Q4 2024, an estimated $4.69M.
  • Adams Asset Advisors first reported a position in J.M. Smucker in Q4 2017 and held it in 27 quarters.
  • Adams Asset Advisors's J.M. Smucker position peaked at $7.77M in Q1 2019.
  • 846 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Adams Asset Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.