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

Pacific Global 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
2024 Q4	–	Sell	-13,730	Closed	-$1.66M	–	181
2024 Q3	$1.66M	Sell	13,730 -82	-0.6%	-$9.66K	0.3%	70
2024 Q2	$1.51M	Sell	13,812 -1,780	-11%	-$201K	0.29%	71
2024 Q1	$1.96M	Sell	15,592 -4,341	-22%	-$550K	0.38%	63
2023 Q4	$2.52M	Sell	19,933 -3,663	-16%	-$424K	0.51%	48
2023 Q3	$2.9M	Buy	23,596 +283	+1%	+$40.2K	0.64%	40
2023 Q2	$3.44M	Sell	23,313 -179	-0.8%	-$27.3K	0.71%	37
2023 Q1	$3.7M	Sell	23,492 -1,270	-5%	-$193K	0.81%	33
2022 Q4	$3.92M	Buy	24,762 +433	+2%	+$64.5K	0.87%	31
2022 Q3	$3.34M	Buy	24,329 +4,582	+23%	+$624K	0.81%	31
2022 Q2	$2.53M	Buy	19,747 +3,992	+25%	+$532K	0.6%	46
2022 Q1	$2.13M	Buy	15,755 +100	+0.6%	+$13.6K	0.42%	59
2021 Q4	$2.13M	Buy	15,655 +8	+0.1%	+$1.02K	0.39%	59
2021 Q3	$1.88M	Sell	15,647 -383	-2%	-$48.7K	0.38%	62
2021 Q2	$2.08M	Sell	16,030 -577	-3%	-$76.6K	0.41%	60
2021 Q1	$2.1M	Sell	16,607 -357	-2%	-$42.1K	0.44%	58
2020 Q4	$1.96M	Sell	16,964 -782	-4%	-$90.9K	0.43%	55
2020 Q3	$2.05M	Sell	17,746 -7,754	-30%	-$864K	0.53%	45
2020 Q2	$2.7M	Sell	25,500 -2,117	-8%	-$238K	0.76%	37
2020 Q1	$3.06M	Sell	27,617 -1,753	-6%	-$187K	0.97%	26
2019 Q4	$3.06M	Sell	29,370 -2,759	-9%	-$292K	0.66%	41
2019 Q3	$3.54M	Sell	32,129 -1,051	-3%	-$117K	0.83%	33
2019 Q2	$3.82M	Sell	33,180 -379	-1%	-$46.3K	0.89%	33
2019 Q1	$3.91M	Sell	33,559 -220	-0.7%	-$23K	0.86%	34
2018 Q4	$3.16M	Sell	33,779 -2,393	-7%	-$250K	0.79%	37
2018 Q3	$3.71M	Sell	36,172 -633	-2%	-$69.1K	0.76%	40
2018 Q2	$3.96M	Sell	36,805 -1,366	-4%	-$153K	0.87%	36
2018 Q1	$4.73M	Sell	38,171 -1,244	-3%	-$155K	1.06%	27
2017 Q4	$4.9M	Sell	39,415 -788	-2%	-$87.6K	1.06%	25
2017 Q3	$4.22M	Sell	40,203 -2,003	-5%	-$229K	0.95%	31
2017 Q2	$4.99M	Sell	42,206 -324	-0.8%	-$40.9K	1.15%	26
2017 Q1	$5.58M	Sell	42,530 -202	-0.5%	-$27.5K	1.11%	30
2016 Q4	$5.47M	Buy	42,732 +73	+0.2%	+$9.46K	1.11%	29
2016 Q3	$5.78M	Buy	42,659 +91	+0.2%	+$13.4K	1.28%	25
2016 Q2	$6.49M	Buy	42,568 +1,830	+4%	+$243K	1.5%	16
2016 Q1	$5.29M	Buy	40,738 +539	+1%	+$67.9K	1.19%	28
2015 Q4	$4.96M	Buy	40,199 +2,318	+6%	+$276K	1.13%	27
2015 Q3	$4.32M	Buy	37,881 +119	+0.3%	+$13.3K	0.96%	34
2015 Q2	$4.09M	Buy	37,762 +4,180	+12%	+$484K	0.77%	38
2015 Q1	$3.89M	Buy	33,582 +67	+0.2%	+$7.34K	0.72%	42
2014 Q4	$3.38M	Buy	33,515 +134	+0.4%	+$13.6K	0.59%	50
2014 Q3	$3.3M	Sell	33,381 -2,231	-6%	-$229K	0.54%	55
2014 Q2	$3.79M	Sell	35,612 -742	-2%	-$74.5K	0.56%	48
2014 Q1	$3.54M	Sell	36,354 -1,289	-3%	-$125K	0.55%	46
2013 Q4	$3.9M	Sell	37,643 -133	-0.4%	-$14.1K	0.64%	42
2013 Q3	$3.97M	Sell	37,776 -94	-0.2%	-$10.2K	0.77%	33
2013 Q2	$3.91M	Buy	+37,870	New	+$3.86M	0.73%	37

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

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Pacific Global Investment Management's SJM Position: Q4 2024 in Review

Pacific Global Investment Management sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 13,730 shares — an estimated $1.66M sold.

Pacific Global Investment Management first reported a position in SJM in Q2 2013 and held it in 46 quarters. The position peaked at $6.49M in Q2 2016. 845 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

Pacific Global Investment Management reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
Pacific Global Investment Management sold 13,730 J.M. Smucker shares in Q4 2024, an estimated $1.66M.
Pacific Global Investment Management first reported a position in J.M. Smucker in Q2 2013 and held it in 46 quarters.
Pacific Global Investment Management's J.M. Smucker position peaked at $6.49M in Q2 2016.
845 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.