NewSquare Capital’s J.M. Smucker SJM Stock Holding History

NewSquare Capital’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	-32	Closed	-$3.14K	–	1062
2025 Q2	$3.14K	Hold	32	–	–	﹤0.01%	885
2025 Q1	$3.79K	Buy	+32	New	+$3.46K	﹤0.01%	740
2023 Q2	–	Sell	-19	Closed	-$2.99K	–	932
2023 Q1	$2.99K	Buy	+19	New	+$2.89K	﹤0.01%	523
2020 Q2	–	Sell	-400	Closed	-$44K	–	440
2020 Q1	$44K	Buy	+400	New	+$42.8K	0.01%	182
2019 Q3	–	Sell	-400	Closed	-$46K	–	348
2019 Q2	$46K	Hold	400	–	–	0.01%	171
2019 Q1	$47K	Hold	400	–	–	0.01%	166
2018 Q4	$37K	Hold	400	–	–	0.01%	169
2018 Q3	$41K	Hold	400	–	–	0.01%	177
2018 Q2	$44K	Hold	400	–	–	0.01%	177
2018 Q1	$50K	Hold	400	–	–	0.01%	154
2017 Q4	$50K	Sell	400 -25	-6%	-$2.78K	0.01%	155
2017 Q3	$45K	Hold	425	–	–	0.01%	138
2017 Q2	$50K	Hold	425	–	–	0.01%	129
2017 Q1	$56K	Hold	425	–	–	0.01%	132
2016 Q4	$54K	Hold	425	–	–	0.01%	147
2016 Q3	$58K	Hold	425	–	–	0.01%	152
2016 Q2	$65K	Buy	425 +25	+6%	+$3.33K	0.02%	151
2016 Q1	$52K	Hold	400	–	–	0.01%	164
2015 Q4	$49K	Hold	400	–	–	0.01%	150
2015 Q3	$46K	Hold	400	–	–	0.01%	150
2015 Q2	$43K	Hold	400	–	–	0.01%	163
2015 Q1	$46K	Hold	400	–	–	0.01%	150
2014 Q4	$40K	Hold	400	–	–	0.01%	163
2014 Q3	$40K	Hold	400	–	–	0.01%	172
2014 Q2	$43K	Hold	400	–	–	0.02%	158
2014 Q1	$39K	Hold	400	–	–	0.02%	149
2013 Q4	$41K	Hold	400	–	–	0.02%	127
2013 Q3	$42K	Buy	+400	New	+$43.3K	0.02%	120

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return