SG
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StoneX Group’s J.M. Smucker SJM Stock Holding History

StoneX Group’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
-1,916
Closed -$227K – 994
2025
Q1 		$227K Sell
1,916
-71
-4% -$7.67K 0.01% 732
2024
Q4 		$219K Sell
1,987
-64
-3% -$7.36K 0.01% 722
2024
Q3 		$248K Buy
2,051
+11
+0.5% +$1.3K 0.11% 261
2024
Q2 		$222K Sell
2,040
-260
-11% -$29.4K 0.1% 276
2024
Q1 		$289K Sell
2,300
-104
-4% -$13.2K 0.15% 193
2023
Q4 		$304K Sell
2,404
-71
-3% -$8.23K 0.16% 176
2023
Q3 		$304K Sell
2,475
-110
-4% -$15.6K 0.17% 168
2023
Q2 		$382K Buy
2,585
+46
+2% +$7.02K 0.22% 133
2023
Q1 		$400K Sell
2,539
-2
-0.1% -$304 0.24% 122
2022
Q4 		$403K Buy
+2,541
New +$379K 0.06% 257
2022
Q2 		– Sell
-2,419
Closed -$328K – 713
2022
Q1 		$328K Buy
2,419
+22
+0.9% +$3K 0.03% 397
2021
Q4 		$326K Buy
2,397
+268
+13% +$34.2K 0.04% 387
2021
Q3 		$256K Buy
2,129
+323
+18% +$41.1K 0.04% 407
2021
Q2 		$234K Sell
1,806
-49
-3% -$6.51K 0.03% 418
2021
Q1 		$235K Buy
+1,855
New +$219K 0.04% 360
2017
Q3 		– Sell
-10,196
Closed -$1.21M – 325
2017
Q2 		$1.21M Buy
+10,196
New +$1.29M 0.38% 87

Other funds holding SJM

Vanguard Group
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