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Longfellow Investment Management’s J.M. Smucker SJM Stock Holding History

Longfellow Investment 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
Q1 		– Sell
-3,212
Closed -$354K – 306
2024
Q4 		$354K Sell
3,212
-205
-6% -$23.6K 0.09% 121
2024
Q3 		$414K Buy
3,417
+20
+0.6% +$2.36K 0.1% 116
2024
Q2 		$370K Buy
3,397
+23
+0.7% +$2.6K 0.09% 110
2024
Q1 		$425K Buy
3,374
+11
+0.3% +$1.39K 0.1% 102
2023
Q4 		$425K Buy
3,363
+1,561
+87% +$181K 0.1% 98
2023
Q3 		$221K Buy
+1,802
New +$256K 0.06% 121
2022
Q4 		– Sell
-2
Closed – – 319
2022
Q3 		$0 Hold
2
– – ﹤0.01% 362
2022
Q2 		$1K Hold
2
– – ﹤0.01% 348
2022
Q1 		$1K Hold
2
– – ﹤0.01% 384
2021
Q4 		$1K Hold
2
– – ﹤0.01% 386
2021
Q3 		$1K Hold
2
– – ﹤0.01% 417
2021
Q2 		$1K Hold
2
– – ﹤0.01% 435
2021
Q1 		$1K Sell
2
-6,896
-100% -$814K ﹤0.01% 490
2020
Q4 		$799K Buy
+6,898
New +$802K 0.1% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longfellow Investment Management's SJM Position: Q1 2025 in Review

Longfellow Investment Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 3,212 shares — an estimated $354K sold.

Longfellow Investment Management first reported a position in SJM in Q4 2020 and held it in 14 quarters. The position peaked at $799K in Q4 2020. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Longfellow Investment Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 3,212 J.M. Smucker shares in Q1 2025, an estimated $354K.
  • Longfellow Investment Management first reported a position in J.M. Smucker in Q4 2020 and held it in 14 quarters.
  • Longfellow Investment Management's J.M. Smucker position peaked at $799K in Q4 2020.
  • 834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.