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Sherbrooke Park Advisers’s J.M. Smucker SJM Stock Holding History

Sherbrooke Park Advisers’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
Q1 		– Sell
-7,731
Closed -$851K – 902
2024
Q4 		$851K Buy
+7,731
New +$889K 0.27% 82
2023
Q4 		– Sell
-5,299
Closed -$651K – 660
2023
Q3 		$651K Sell
5,299
-4,901
-48% -$696K 0.21% 184
2023
Q2 		$1.51M Buy
10,200
+5,400
+113% +$824K 0.79% 5
2023
Q1 		$755K Buy
4,800
+3,300
+220% +$501K 1.14% 11
2022
Q4 		$238K Buy
+1,500
New +$223K 0.17% 226

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sherbrooke Park Advisers's SJM Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 7,731 shares — an estimated $851K sold.

Sherbrooke Park Advisers first reported a position in SJM in Q4 2022 and held it in 5 quarters. The position peaked at $1.51M in Q2 2023. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 7,731 J.M. Smucker shares in Q1 2025, an estimated $851K.
  • Sherbrooke Park Advisers first reported a position in J.M. Smucker in Q4 2022 and held it in 5 quarters.
  • Sherbrooke Park Advisers's J.M. Smucker position peaked at $1.51M in Q2 2023.
  • 833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.