SCS Capital Management’s J.M. Smucker SJM Stock Holding History

SCS Capital 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
2025 Q3	–	Sell	-2,886	Closed	-$283K	–	564
2025 Q2	$283K	Buy	+2,886	New	+$317K	﹤0.01%	473

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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SCS Capital Management's SJM Position: Q3 2025 in Review

SCS Capital Management sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 2,886 shares — an estimated $283K sold.

SCS Capital Management first reported a position in SJM in Q2 2025 and held it in 1 quarter. The position peaked at $283K in Q2 2025. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

SCS Capital Management reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
SCS Capital Management sold 2,886 J.M. Smucker shares in Q3 2025, an estimated $283K.
SCS Capital Management first reported a position in J.M. Smucker in Q2 2025 and held it in 1 quarter.
SCS Capital Management's J.M. Smucker position peaked at $283K in Q2 2025.
807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on SCS Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.