Tidal Investments’s J.M. Smucker SJM Stock Holding History

Tidal Investments’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
2026 Q1	$4.23M	Buy	43,832 +33,775	+336%	+$3.54M	0.01%	865
2025 Q4	$984K	Sell	10,057 -6,642	-40%	-$687K	﹤0.01%	1276
2025 Q3	$1.81M	Sell	16,699 -2,808	-14%	-$305K	0.01%	952
2025 Q2	$1.92M	Buy	19,507 +1,269	+7%	+$140K	0.01%	752
2025 Q1	$2.16M	Buy	18,238 +6,731	+58%	+$727K	0.02%	671
2024 Q4	$1.27M	Sell	11,507 -3,531	-23%	-$406K	0.01%	894
2024 Q3	$1.82M	Buy	15,038 +190	+1%	+$22.4K	0.02%	701
2024 Q2	$1.62M	Buy	14,848 +10,339	+229%	+$1.17M	0.02%	657
2024 Q1	$567K	Sell	4,509 -9,292	-67%	-$1.18M	0.01%	1132
2023 Q4	$1.74M	Buy	13,801 +1,817	+15%	+$211K	0.04%	403
2023 Q3	$1.47M	Buy	11,984 +1,020	+9%	+$145K	0.04%	412
2023 Q2	$1.62M	Sell	10,964 -7,528	-41%	-$1.15M	0.05%	383
2023 Q1	$2.91M	Buy	18,492 +2,606	+16%	+$396K	0.1%	203
2022 Q4	$2.52M	Buy	15,886 +13,170	+485%	+$1.96M	0.1%	220
2022 Q3	$373K	Buy	+2,716	New	+$370K	0.02%	664
2022 Q2	–	Sell	-1,623	Closed	-$220K	–	1177
2022 Q1	$220K	Buy	+1,623	New	+$221K	0.01%	972

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return