DAGCO Inc’s J.M. Smucker SJM Stock Holding History

DAGCO Inc’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
2026 Q2	–	Sell	-33	Closed	-$3.18K	–	302
2026 Q1	$3.18K	Hold	33	–	–	﹤0.01%	333
2025 Q4	$3.23K	Hold	33	–	–	﹤0.01%	344
2025 Q3	$3.58K	Hold	33	–	–	﹤0.01%	325
2025 Q2	$3.24K	Hold	33	–	–	﹤0.01%	318
2025 Q1	$3.91K	Buy	+33	New	+$3.56K	﹤0.01%	299
2024 Q4	–	Sell	-200	Closed	-$24.2K	–	183
2024 Q3	$24.2K	Hold	200	–	–	0.01%	161
2024 Q2	$21.8K	Hold	200	–	–	0.01%	162
2024 Q1	$25.2K	Buy	+200	New	+$25.3K	0.01%	150

Other funds holding SJM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return