Donald L. Hagan LLC’s J.M. Smucker SJM Stock Holding History

Donald L. Hagan 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 Q3	$1.2M	Sell	11,050 -385	-3%	-$41.8K	0.59%	41
2025 Q2	$1.12M	Buy	+11,435	New	+$1.26M	0.56%	45
2021 Q2	–	Sell	-5,192	Closed	-$657K	–	97
2021 Q1	$657K	Sell	5,192 -187	-3%	-$22.1K	0.43%	53
2020 Q4	$622K	Buy	+5,379	New	+$625K	0.45%	46
2016 Q2	–	Sell	-172	Closed	-$22K	–	270
2016 Q1	$22K	Buy	+172	New	+$21.7K	0.02%	195
2015 Q4	–	Sell	-279	Closed	-$32K	–	267
2015 Q3	$32K	Buy	+279	New	+$31.1K	0.03%	170

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Donald L. Hagan LLC's SJM Position: Q3 2025 in Review

Donald L. Hagan LLC reduced its J.M. Smucker (SJM) stake by 3.4% in Q3 2025, selling an estimated $41.8K and leaving 11,050 shares worth $1.2M. The position accounts for 0.59% of the portfolio, ranked #41.

Donald L. Hagan LLC first reported a position in SJM in Q3 2015 and has held it in 6 quarters since. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

Donald L. Hagan LLC held 11,050 shares of J.M. Smucker worth $1.2M as of Q3 2025.
Donald L. Hagan LLC sold 385 J.M. Smucker shares in Q3 2025, an estimated $41.8K.
J.M. Smucker made up 0.59% of Donald L. Hagan LLC's portfolio in Q3 2025, its #41 holding.
Donald L. Hagan LLC first reported a position in J.M. Smucker in Q3 2015 and has held it in 6 quarters since.
807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Donald L. Hagan LLC's 13F filing for Q3 2025, filed 16 Oct 2025.