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

Erste 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
Q3 		– Sell
-1,244
Closed -$135K – 814
2025
Q2 		$119K Buy
+1,244
New +$137K ﹤0.01% 810
2024
Q3 		– Sell
-39,700
Closed -$4.68M – 568
2024
Q2 		$4.31M Hold
39,700
– – 0.06% 238
2024
Q1 		$4.99M Sell
39,700
-1,500
-4% -$190K 0.07% 229
2023
Q4 		$5.18M Buy
41,200
+7,900
+24% +$915K 0.08% 219
2023
Q3 		$4.15M Hold
33,300
– – 0.07% 222
2023
Q2 		$4.87M Buy
+33,300
New +$5.08M 0.09% 217

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 $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Erste Asset Management's SJM Position: Q3 2025 in Review

Erste Asset Management sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 1,244 shares — an estimated $135K sold.

Erste Asset Management first reported a position in SJM in Q2 2023 and held it in 6 quarters. The position peaked at $5.18M in Q4 2023. 808 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Erste Asset Management reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Erste Asset Management sold 1,244 J.M. Smucker shares in Q3 2025, an estimated $135K.
  • Erste Asset Management first reported a position in J.M. Smucker in Q2 2023 and held it in 6 quarters.
  • Erste Asset Management's J.M. Smucker position peaked at $5.18M in Q4 2023.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Erste Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.