Balyasny Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221M | Buy |
2,251,934
+703,382
| +45% | +$69.1M | 0.33% | 22 |
|
|
2025
Q1 | $183M | Buy |
+1,548,552
| New | +$183M | 0.3% | 28 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2337 |
|
|
2024
Q2 | – | Sell |
-463,104
| Closed | -$58.3M | – | 2372 |
|
|
2024
Q1 | $58.3M | Buy |
463,104
+75,908
| +20% | +$9.55M | 0.1% | 201 |
|
|
2023
Q4 | $48.9M | Buy |
387,196
+47,072
| +14% | +$5.95M | 0.09% | 200 |
|
|
2023
Q3 | $41.8M | Sell |
340,124
-15,478
| -4% | -$1.9M | 0.09% | 253 |
|
|
2023
Q2 | $52.5M | Sell |
355,602
-183,219
| -34% | -$27.1M | 0.12% | 203 |
|
|
2023
Q1 | $84.8M | Buy |
538,821
+10,163
| +2% | +$1.6M | 0.21% | 80 |
|
|
2022
Q4 | $83.8M | Buy |
528,658
+377,790
| +250% | +$59.9M | 0.23% | 77 |
|
|
2022
Q3 | $20.7M | Sell |
150,868
-72,783
| -33% | -$10M | 0.06% | 350 |
|
|
2022
Q2 | $28.6M | Sell |
223,651
-292,367
| -57% | -$37.4M | 0.09% | 244 |
|
|
2022
Q1 | $69.9M | Buy |
516,018
+164,344
| +47% | +$22.3M | 0.22% | 57 |
|
|
2021
Q4 | $47.8M | Buy |
+351,674
| New | +$47.8M | 0.16% | 120 |
|
|
2021
Q3 | – | Sell |
-133,531
| Closed | -$17.3M | – | 2047 |
|
|
2021
Q2 | $17.3M | Sell |
133,531
-63,716
| -32% | -$8.26M | 0.08% | 301 |
|
|
2021
Q1 | $25M | Buy |
+197,247
| New | +$25M | 0.12% | 185 |
|
|
2020
Q3 | – | Sell |
-196,002
| Closed | -$20.7M | – | 1325 |
|
|
2020
Q2 | $20.7M | Buy |
196,002
+91,250
| +87% | +$9.66M | 0.18% | 146 |
|
|
2020
Q1 | $11.6M | Buy |
+104,752
| New | +$11.6M | 0.14% | 188 |
|
|
2019
Q4 | – | Sell |
-66,332
| Closed | -$7.3M | – | 1316 |
|
|
2019
Q3 | $7.3M | Buy |
66,332
+36,136
| +120% | +$3.98M | 0.05% | 428 |
|
|
2019
Q2 | $3.48M | Sell |
30,196
-53,579
| -64% | -$6.17M | 0.02% | 606 |
|
|
2019
Q1 | $9.76M | Buy |
+83,775
| New | +$9.76M | 0.06% | 351 |
|
|
2018
Q3 | – | Sell |
-5,802
| Closed | -$624K | – | 1731 |
|
|
2018
Q2 | $624K | Buy |
+5,802
| New | +$624K | ﹤0.01% | 1095 |
|
|
2018
Q1 | – | Sell |
-2,333
| Closed | -$290K | – | 1998 |
|
|
2017
Q4 | $290K | Buy |
+2,333
| New | +$290K | ﹤0.01% | 1510 |
|
|
2017
Q2 | – | Sell |
-8,555
| Closed | -$1.12M | – | 1469 |
|
|
2017
Q1 | $1.12M | Buy |
+8,555
| New | +$1.12M | 0.01% | 891 |
|
|
2016
Q3 | – | Sell |
-1,968
| Closed | -$300K | – | 1095 |
|
|
2016
Q2 | $300K | Sell |
1,968
-74,207
| -97% | -$11.3M | ﹤0.01% | 750 |
|
|
2016
Q1 | $9.89M | Buy |
+76,175
| New | +$9.89M | 0.06% | 319 |
|
|
2015
Q4 | – | Sell |
-240,126
| Closed | -$27.4M | – | 1272 |
|
|
2015
Q3 | $27.4M | Buy |
+240,126
| New | +$27.4M | 0.2% | 121 |
|