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PFG Investments’s J.M. Smucker SJM Stock Holding History

PFG Investments’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
-1,721
Closed -$204K – 1118
2025
Q1 		$204K Sell
1,721
-232
-12% -$25.1K 0.01% 877
2024
Q4 		$215K Buy
1,953
+4
+0.2% +$460 0.01% 869
2024
Q3 		$236K Sell
1,949
-10
-0.5% -$1.18K 0.02% 828
2024
Q2 		$214K Buy
1,959
+109
+6% +$12.3K 0.02% 794
2024
Q1 		$233K Buy
+1,850
New +$234K 0.01% 839
2023
Q2 		– Sell
-1,436
Closed -$226K – 535
2023
Q1 		$226K Buy
+1,436
New +$218K 0.05% 411

Other funds holding SJM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
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