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

Cresset 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
Q2 		– Sell
-2,185
Closed -$259K – 1738
2025
Q1 		$259K Sell
2,185
-69,762
-97% -$7.53M ﹤0.01% 1401
2024
Q4 		$7.92M Sell
71,947
-12,640
-15% -$1.45M 0.04% 263
2024
Q3 		$10.2M Buy
84,587
+8,734
+12% +$1.03M 0.04% 303
2024
Q2 		$8.27M Buy
75,853
+13,765
+22% +$1.56M 0.03% 327
2024
Q1 		$7.82M Buy
62,088
+55,261
+809% +$7M 0.04% 292
2023
Q4 		$863K Sell
6,827
-1,313
-16% -$152K 0.01% 962
2023
Q3 		$1M Sell
8,140
-2,122
-21% -$301K ﹤0.01% 856
2023
Q2 		$1.52M Buy
+10,262
New +$1.57M ﹤0.01% 751
2022
Q2 		– Sell
-1,689
Closed -$228K – 1073
2022
Q1 		$228K Buy
1,689
+12
+0.7% +$1.64K ﹤0.01% 871
2021
Q4 		$228K Sell
1,677
-767
-31% -$97.8K ﹤0.01% 996
2021
Q3 		$293K Sell
2,444
-3,038
-55% -$386K ﹤0.01% 859
2021
Q2 		$710K Buy
+5,482
New +$728K 0.01% 449
2019
Q2 		– Sell
-309
Closed -$36K – 1483
2019
Q1 		$36K Buy
309
+163
+112% +$17K ﹤0.01% 882
2018
Q4 		$14K Buy
+146
New +$15.2K ﹤0.01% 790

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cresset Asset Management's SJM Position: Q2 2025 in Review

Cresset Asset Management sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,185 shares — an estimated $259K sold.

Cresset Asset Management first reported a position in SJM in Q4 2018 and held it in 14 quarters. The position peaked at $10.2M in Q3 2024. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Cresset Asset Management reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 2,185 J.M. Smucker shares in Q2 2025, an estimated $259K.
  • Cresset Asset Management first reported a position in J.M. Smucker in Q4 2018 and held it in 14 quarters.
  • Cresset Asset Management's J.M. Smucker position peaked at $10.2M in Q3 2024.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.