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Simon Quick Advisors’s J.M. Smucker SJM Stock Holding History

Simon Quick 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
-2,023
Closed -$240K – 601
2025
Q1 		$240K Buy
+2,023
New +$218K 0.01% 500
2020
Q4 		– Sell
-218
Closed -$25K – 537
2020
Q3 		$25K Sell
218
-490
-69% -$54.6K 0.01% 288
2020
Q2 		$75K Hold
708
– – 0.03% 156
2020
Q1 		$79K Buy
708
+660
+1,375% +$70.6K 0.03% 138
2019
Q4 		$5K Buy
+48
New +$5.08K ﹤0.01% 495
2019
Q3 		– Sell
-27
Closed -$3.11K – 500
2019
Q2 		$3.11K Buy
+27
New +$3.3K ﹤0.01% 321

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
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 $618B 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 $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Simon Quick Advisors's SJM Position: Q2 2025 in Review

Simon Quick Advisors sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,023 shares — an estimated $240K sold.

Simon Quick Advisors first reported a position in SJM in Q2 2019 and held it in 6 quarters. The position peaked at $240K in Q1 2025. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Simon Quick Advisors reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,023 J.M. Smucker shares in Q2 2025, an estimated $240K.
  • Simon Quick Advisors first reported a position in J.M. Smucker in Q2 2019 and held it in 6 quarters.
  • Simon Quick Advisors's J.M. Smucker position peaked at $240K in Q1 2025.
  • 796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.