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

BTS 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 Q1	–	Sell	-4,164	Closed	-$459K	–	52
2024 Q4	$459K	Buy	+4,164	New	+$479K	0.46%	17

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS Asset Management's SJM Position: Q1 2025 in Review

BTS Asset Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 4,164 shares — an estimated $459K sold.

BTS Asset Management first reported a position in SJM in Q4 2024 and held it in 1 quarter. The position peaked at $459K in Q4 2024. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

BTS Asset Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
BTS Asset Management sold 4,164 J.M. Smucker shares in Q1 2025, an estimated $459K.
BTS Asset Management first reported a position in J.M. Smucker in Q4 2024 and held it in 1 quarter.
BTS Asset Management's J.M. Smucker position peaked at $459K in Q4 2024.
833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on BTS Asset Management's 13F filing for Q1 2025, filed 16 Apr 2025.