Evergreen Private Wealth’s J.M. Smucker SJM Stock Holding History

Evergreen Private Wealth’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	-22	Closed	-$2.16K	–	288
2025 Q2	$2.16K	Buy	+22	New	+$2.42K	﹤0.01%	239

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

Evergreen Private Wealth's SJM Position: Q3 2025 in Review

Evergreen Private Wealth sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 22 shares — an estimated $2.16K sold.

Evergreen Private Wealth first reported a position in SJM in Q2 2025 and held it in 1 quarter. The position peaked at $2.16K in Q2 2025. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

Evergreen Private Wealth reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 22 J.M. Smucker shares in Q3 2025, an estimated $2.16K.
Evergreen Private Wealth first reported a position in J.M. Smucker in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's J.M. Smucker position peaked at $2.16K in Q2 2025.
807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.