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USS Investment Management’s J.M. Smucker SJM Stock Holding History

USS Investment Management’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
-26,700
Closed -$2.94M – 554
2024
Q4 		$2.94M Hold
26,700
– – 0.02% 476
2024
Q3 		$3.23M Sell
26,700
-33,789
-56% -$3.98M 0.02% 453
2024
Q2 		$6.6M Buy
60,489
+8,384
+16% +$949K 0.05% 301
2024
Q1 		$6.56M Buy
52,105
+4,699
+10% +$595K 0.05% 303
2023
Q4 		$5.99M Sell
47,406
-12,288
-21% -$1.42M 0.05% 317
2023
Q3 		$7.34M Hold
59,694
– – 0.08% 259
2023
Q2 		$8.81M Hold
59,694
– – 0.1% 210
2023
Q1 		$9.39M Hold
59,694
– – 0.13% 173
2022
Q4 		$9.46M Sell
59,694
-12,400
-17% -$1.85M 0.13% 167
2022
Q3 		$9.91M Sell
72,094
-8,017
-10% -$1.09M 0.14% 146
2022
Q2 		$10.3M Sell
80,111
-1,765
-2% -$235K 0.1% 204
2022
Q1 		$11.1M Buy
81,876
+9,074
+12% +$1.24M 0.09% 238
2021
Q4 		$9.89M Hold
72,802
– – 0.07% 268
2021
Q3 		$8.74M Buy
72,802
+15,603
+27% +$1.98M 0.07% 281
2021
Q2 		$7.41M Buy
57,199
+1,800
+3% +$239K 0.06% 202
2021
Q1 		$7.01M Hold
55,399
– – 0.06% 195
2020
Q4 		$6.4M Buy
55,399
+800
+1% +$93K 0.06% 197
2020
Q3 		$6.31M Hold
54,599
– – 0.06% 180
2020
Q2 		$5.78M Buy
+54,599
New +$6.14M 0.06% 189
2019
Q4 		– Sell
-212,300
Closed -$23.4M – 234
2019
Q3 		$23.4M Hold
212,300
– – 0.24% 85
2019
Q2 		$24.5M Sell
212,300
-23,800
-10% -$2.91M 0.25% 83
2019
Q1 		$27.5M Hold
236,100
– – 0.31% 62
2018
Q4 		$22.1M Buy
+236,100
New +$24.7M 0.27% 68
2018
Q1 		– Sell
-62,700
Closed -$7.79M – 136
2017
Q4 		$7.79M Sell
62,700
-154,900
-71% -$17.2M 0.09% 84
2017
Q3 		$22.8M Buy
217,600
+13,600
+7% +$1.55M 0.18% 69
2017
Q2 		$24.1M Buy
204,000
+21,100
+12% +$2.67M 0.23% 71
2017
Q1 		$24M Buy
182,900
+43,000
+31% +$5.84M 0.33% 72
2016
Q4 		$17.9M Buy
+139,900
New +$18.1M 0.27% 84

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

USS Investment Management's SJM Position: Q1 2025 in Review

USS Investment Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 26,700 shares — an estimated $2.94M sold.

USS Investment Management first reported a position in SJM in Q4 2016 and held it in 28 quarters. The position peaked at $27.5M in Q1 2019. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • USS Investment Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • USS Investment Management sold 26,700 J.M. Smucker shares in Q1 2025, an estimated $2.94M.
  • USS Investment Management first reported a position in J.M. Smucker in Q4 2016 and held it in 28 quarters.
  • USS Investment Management's J.M. Smucker position peaked at $27.5M in Q1 2019.
  • 833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on USS Investment Management's 13F filing for Q1 2025, filed 15 May 2025.