Peddock Capital Advisors’s J.M. Smucker SJM Stock Holding History

Peddock Capital Advisors’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	-3,871	Closed	-$458K	–	162
2025 Q1	$458K	Hold	3,871	–	–	0.12%	107
2024 Q4	$426K	Sell	3,871 -343	-8%	-$39.5K	0.1%	112
2024 Q3	$510K	Hold	4,214	–	–	0.12%	105
2024 Q2	$459K	Sell	4,214 -499	-11%	-$56.5K	0.12%	106
2024 Q1	$593K	Hold	4,713	–	–	0.16%	97
2023 Q4	$596K	Buy	4,713 +142	+3%	+$16.5K	0.18%	94
2023 Q3	$562K	Buy	4,571 +50	+1%	+$7.1K	0.19%	90
2023 Q2	$668K	Buy	4,521 +30	+0.7%	+$4.58K	0.22%	87
2023 Q1	$707K	Buy	4,491 +220	+5%	+$33.4K	0.25%	82
2022 Q4	$677K	Buy	4,271 +215	+5%	+$32K	0.26%	80
2022 Q3	$557K	Buy	4,056 +185	+5%	+$25.2K	0.23%	94
2022 Q2	$496K	Buy	3,871 +79	+2%	+$10.5K	0.19%	111
2022 Q1	$513K	Buy	+3,792	New	+$517K	0.17%	118
2017 Q2	–	Sell	-128	Closed	-$17K	–	258
2017 Q1	$17K	Hold	128	–	–	0.01%	195
2016 Q4	$16K	Sell	128 -186	-59%	-$24.1K	0.01%	185
2016 Q3	$43K	Buy	+314	New	+$46.1K	0.03%	146

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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 $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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Citadel Advisors

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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