Metis Global Partners’s J.M. Smucker SJM Stock Holding History

Metis Global Partners’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
2026 Q1	–	Sell	-3,349	Closed	-$328K	–	770
2025 Q4	$328K	Sell	3,349 -233	-7%	-$24.1K	0.01%	646
2025 Q3	$389K	Sell	3,582 -228	-6%	-$24.8K	0.01%	629
2025 Q2	$374K	Sell	3,810 -465	-11%	-$51.1K	0.01%	636
2025 Q1	$506K	Buy	4,275 +735	+21%	+$79.4K	0.01%	589
2024 Q4	$390K	Buy	3,540 +134	+4%	+$15.4K	0.01%	619
2024 Q3	$412K	Buy	3,406 +65	+2%	+$7.66K	0.01%	612
2024 Q2	$364K	Sell	3,341 -58	-2%	-$6.56K	0.01%	613
2024 Q1	$428K	Sell	3,399 -19	-0.6%	-$2.41K	0.02%	590
2023 Q4	$432K	Sell	3,418 -302	-8%	-$35K	0.02%	575
2023 Q3	$457K	Buy	3,720 +512	+16%	+$72.7K	0.02%	548
2023 Q2	$474K	Sell	3,208 -130	-4%	-$19.8K	0.03%	529
2023 Q1	$525K	Buy	3,338 +1,125	+51%	+$171K	0.03%	475
2022 Q4	$351K	Buy	2,213 +610	+38%	+$90.9K	0.03%	495
2022 Q3	$220K	Sell	1,603 -29	-2%	-$3.95K	0.04%	490
2022 Q2	$209K	Sell	1,632 -84	-5%	-$11.2K	0.03%	506
2022 Q1	$232K	Buy	+1,716	New	+$234K	0.03%	499

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

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