DZ Bank
SJM icon

DZ Bank’s J.M. Smucker SJM Stock Holding History

DZ Bank’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
Q1 		– Sell
-1
Closed -$70 – 1054
2025
Q4 		$70 Buy
+1
New +$103 ﹤0.01% 967
2023
Q3 		– Sell
-2,948
Closed -$435K – 1061
2023
Q2 		$435K Hold
2,948
– – ﹤0.01% 764
2023
Q1 		$464K Buy
+2,948
New +$448K ﹤0.01% 754
2022
Q2 		– Sell
-676
Closed -$91.5K – 1072
2022
Q1 		$91.5K Hold
676
– – ﹤0.01% 913
2021
Q4 		$91.8K Hold
676
– – ﹤0.01% 920
2021
Q3 		$81.1K Sell
676
-47,080
-99% -$5.99M ﹤0.01% 901
2021
Q2 		$6.19M Sell
47,756
-62,231
-57% -$8.26M 0.01% 445
2021
Q1 		$13.9M Sell
109,987
-18,472
-14% -$2.18M 0.03% 292
2020
Q4 		$14.8M Sell
128,459
-19,883
-13% -$2.31M 0.03% 279
2020
Q3 		$17.1M Buy
148,342
+16,945
+13% +$1.89M 0.04% 227
2020
Q2 		$13.9M Buy
131,397
+29,169
+29% +$3.28M 0.04% 227
2020
Q1 		$11.3M Buy
102,228
+25,291
+33% +$2.7M 0.04% 222
2019
Q4 		$8.01M Sell
76,937
-7,363
-9% -$779K 0.02% 319
2019
Q3 		$9.27M Buy
+84,300
New +$9.4M 0.03% 281

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return