Steph & Co’s J.M. Smucker SJM Stock Holding History

Steph & Co’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	-49	Closed	-$5.4K	–	279
2024 Q4	$5.4K	Hold	49	–	–	﹤0.01%	264
2024 Q3	$5.93K	Hold	49	–	–	﹤0.01%	283
2024 Q2	$5.34K	Hold	49	–	–	﹤0.01%	254
2024 Q1	$6.17K	Hold	49	–	–	﹤0.01%	270
2023 Q4	$6.19K	Hold	49	–	–	﹤0.01%	227
2023 Q3	$6.02K	Hold	49	–	–	﹤0.01%	269
2023 Q2	$7.24K	Hold	49	–	–	﹤0.01%	224
2023 Q1	$7.71K	Hold	49	–	–	﹤0.01%	219
2022 Q4	$8K	Hold	49	–	–	0.01%	226
2022 Q3	$7K	Hold	49	–	–	﹤0.01%	215
2022 Q2	$6K	Hold	49	–	–	﹤0.01%	218
2022 Q1	$7K	Hold	49	–	–	﹤0.01%	281
2021 Q4	$7K	Hold	49	–	–	﹤0.01%	292
2021 Q3	$6K	Hold	49	–	–	﹤0.01%	260
2021 Q2	$6K	Hold	49	–	–	﹤0.01%	226
2021 Q1	$6K	Hold	49	–	–	﹤0.01%	225
2020 Q4	$6K	Hold	49	–	–	﹤0.01%	225
2020 Q3	$6K	Hold	49	–	–	0.01%	216
2020 Q2	$5K	Hold	49	–	–	0.01%	226
2020 Q1	$5K	Hold	49	–	–	0.01%	230
2019 Q4	$5K	Buy	+49	New	+$5.19K	﹤0.01%	244

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $141B 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 Atlanta, Georgia $653B AUM 32.41% 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 New York $1.66T AUM 25.57% 1-Year Est. Return