Blueshift Asset Management’s J.M. Smucker SJM Stock Holding History

Blueshift Asset Management’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
2025 Q3	–	Sell	-4,298	Closed	-$422K	–	603
2025 Q2	$422K	Buy	+4,298	New	+$473K	0.13%	218
2024 Q3	–	Sell	-5,104	Closed	-$557K	–	463
2024 Q2	$557K	Buy	+5,104	New	+$578K	0.19%	150
2024 Q1	–	Sell	-1,881	Closed	-$238K	–	365
2023 Q4	$238K	Sell	1,881 -1,335	-42%	-$155K	0.13%	213
2023 Q3	$395K	Buy	+3,216	New	+$457K	0.23%	127
2022 Q3	–	Sell	-13,097	Closed	-$1.68M	–	827
2022 Q2	$1.68M	Sell	13,097 -12,180	-48%	-$1.62M	0.28%	99
2022 Q1	$3.42M	Buy	25,277 +15,380	+155%	+$2.1M	0.31%	77
2021 Q4	$1.34M	Buy	9,897 +5,588	+130%	+$713K	0.12%	234
2021 Q3	$517K	Sell	4,309 -26,955	-86%	-$3.43M	0.03%	611
2021 Q2	$4.05M	Buy	+31,264	New	+$4.15M	0.22%	120
2019 Q3	–	Sell	-31,985	Closed	-$3.68M	–	935
2019 Q2	$3.68M	Buy	+31,985	New	+$3.91M	0.48%	23

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

Barclays London, United Kingdom $521B AUM 51.41% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Blueshift Asset Management's SJM Position: Q3 2025 in Review

Blueshift Asset Management sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 4,298 shares — an estimated $422K sold.

Blueshift Asset Management first reported a position in SJM in Q2 2019 and held it in 10 quarters. The position peaked at $4.05M in Q2 2021. 808 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

Blueshift Asset Management reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
Blueshift Asset Management sold 4,298 J.M. Smucker shares in Q3 2025, an estimated $422K.
Blueshift Asset Management first reported a position in J.M. Smucker in Q2 2019 and held it in 10 quarters.
Blueshift Asset Management's J.M. Smucker position peaked at $4.05M in Q2 2021.
808 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Blueshift Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.