Greenleaf Trust’s J.M. Smucker SJM Stock Holding History

Greenleaf Trust’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 Q2	–	Sell	-5,500	Closed	-$651K	–	840
2025 Q1	$651K	Sell	5,500 -2,460	-31%	-$266K	0.01%	430
2024 Q4	$877K	Buy	7,960 +1,897	+31%	+$218K	0.01%	363
2024 Q3	$734K	Buy	6,063 +792	+15%	+$93.3K	0.01%	421
2024 Q2	$575K	Buy	5,271 +59	+1%	+$6.68K	0.01%	444
2024 Q1	$656K	Sell	5,212 -2	-0%	-$253	0.01%	398
2023 Q4	$659K	Sell	5,214 -388	-7%	-$45K	0.01%	385
2023 Q3	$689K	Sell	5,602 -256	-4%	-$36.4K	0.01%	348
2023 Q2	$865K	Buy	5,858 +16	+0.3%	+$2.44K	0.01%	311
2023 Q1	$919K	Buy	5,842 +137	+2%	+$20.8K	0.01%	296
2022 Q4	$904K	Buy	5,705 +42	+0.7%	+$6.26K	0.01%	284
2022 Q3	$778K	Buy	5,663 +1,673	+42%	+$228K	0.01%	282
2022 Q2	$511K	Buy	3,990 +883	+28%	+$118K	0.01%	380
2022 Q1	$421K	Sell	3,107 -170	-5%	-$23.2K	0.01%	469
2021 Q4	$445K	Buy	3,277 +57	+2%	+$7.27K	0.01%	454
2021 Q3	$386K	Sell	3,220 -101	-3%	-$12.8K	﹤0.01%	491
2021 Q2	$430K	Buy	3,321 +225	+7%	+$29.9K	0.01%	443
2021 Q1	$392K	Buy	3,096 +467	+18%	+$55.1K	0.01%	457
2020 Q4	$304K	Buy	+2,629	New	+$306K	﹤0.01%	448

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

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

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return