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Centaurus Financial’s J.M. Smucker SJM Stock Holding History

Centaurus Financial’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
Q2 		– Sell
-1,174
Closed -$139K – 991
2025
Q1 		$139K Sell
1,174
-71
-6% -$7.67K 0.01% 790
2024
Q4 		$137K Sell
1,245
-247
-17% -$28.4K 0.01% 785
2024
Q3 		$181K Buy
1,492
+19
+1% +$2.24K 0.01% 663
2024
Q2 		$161K Sell
1,473
-16
-1% -$1.81K 0.01% 660
2024
Q1 		$187K Sell
1,489
-82
-5% -$10.4K 0.01% 634
2023
Q4 		$199K Sell
1,571
-944
-38% -$109K 0.02% 595
2023
Q3 		$309K Buy
2,515
+571
+29% +$81.1K 0.03% 451
2023
Q2 		$287K Buy
1,944
+286
+17% +$43.6K 0.03% 479
2023
Q1 		$261K Buy
1,658
+574
+53% +$87.2K 0.02% 592
2022
Q4 		$172K Buy
1,084
+54
+5% +$8.04K 0.02% 652
2022
Q3 		$142K Buy
1,030
+5
+0.5% +$681 0.01% 712
2022
Q2 		$131K Buy
1,025
+4
+0.4% +$533 0.01% 735
2022
Q1 		$138K Buy
+1,021
New +$139K 0.01% 771
2019
Q3 		– Sell
-932
Closed -$107K – 560
2019
Q2 		$107K Buy
932
+826
+779% +$101K 0.02% 561
2019
Q1 		$913 Buy
+106
New +$11.1K 0.01% 531
2018
Q3 		– Sell
-2,196
Closed -$236K – 1798
2018
Q2 		$236K Buy
+2,196
New +$247K 0.03% 482

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return