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

Generali 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
Q4 		– Sell
-8,399
Closed -$912K – 513
2025
Q3 		$912K Sell
8,399
-9,889
-54% -$1.07M 0.02% 425
2025
Q2 		$1.8M Buy
18,288
+9,188
+101% +$1.01M 0.04% 333
2025
Q1 		$1.08M Buy
9,100
+1,034
+13% +$112K 0.03% 379
2024
Q4 		$888K Buy
+8,066
New +$928K 0.02% 373

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 $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Generali Asset Management's SJM Position: Q4 2025 in Review

Generali Asset Management sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 8,399 shares — an estimated $912K sold.

Generali Asset Management first reported a position in SJM in Q4 2024 and held it in 4 quarters. The position peaked at $1.8M in Q2 2025. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Generali Asset Management reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Generali Asset Management sold 8,399 J.M. Smucker shares in Q4 2025, an estimated $912K.
  • Generali Asset Management first reported a position in J.M. Smucker in Q4 2024 and held it in 4 quarters.
  • Generali Asset Management's J.M. Smucker position peaked at $1.8M in Q2 2025.
  • 822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Generali Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.