Caption Management’s J.M. Smucker SJM Stock Holding History

Caption 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	-31,900	Closed	-$3.51M	–	1991
2024 Q4	$3.51M	Buy	+31,900	New	+$3.67M	0.03%	495

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Caption Management's SJM Position: Q1 2025 in Review

Caption Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 31,900 shares — an estimated $3.51M sold.

Caption Management first reported a position in SJM in Q4 2024 and held it in 1 quarter. The position peaked at $3.51M in Q4 2024. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

Caption Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
Caption Management sold 31,900 J.M. Smucker shares in Q1 2025, an estimated $3.51M.
Caption Management first reported a position in J.M. Smucker in Q4 2024 and held it in 1 quarter.
Caption Management's J.M. Smucker position peaked at $3.51M in Q4 2024.
833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Caption Management's 13F filing for Q1 2025, filed 15 May 2025.