Choreo LLC’s J.M. Smucker SJM Stock Holding History

Choreo LLC’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	-2,132	Closed	-$234K	–	1587
2024 Q4	$234K	Sell	2,132 -500	-19%	-$57.5K	﹤0.01%	1329
2024 Q3	$319K	Buy	2,632 +444	+20%	+$52.3K	﹤0.01%	1167
2024 Q2	$241K	Buy	+2,188	New	+$248K	﹤0.01%	1224

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Choreo LLC's SJM Position: Q1 2025 in Review

Choreo LLC sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 2,132 shares — an estimated $234K sold.

Choreo LLC first reported a position in SJM in Q2 2024 and held it in 3 quarters. The position peaked at $319K in Q3 2024. 835 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

Choreo LLC reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
Choreo LLC sold 2,132 J.M. Smucker shares in Q1 2025, an estimated $234K.
Choreo LLC first reported a position in J.M. Smucker in Q2 2024 and held it in 3 quarters.
Choreo LLC's J.M. Smucker position peaked at $319K in Q3 2024.
835 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Choreo LLC's 13F filing for Q1 2025, filed 6 May 2025.