VHAM
SJM icon

Van Hulzen Asset Management’s J.M. Smucker SJM Stock Holding History

Van Hulzen Asset 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
-350
Closed -$38.5K – 964
2024
Q4 		$38.5K Buy
+350
New +$40.3K ﹤0.01% 558

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

Van Hulzen Asset Management's SJM Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 350 shares — an estimated $38.5K sold.

Van Hulzen Asset Management first reported a position in SJM in Q4 2024 and held it in 1 quarter. The position peaked at $38.5K in Q4 2024. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 350 J.M. Smucker shares in Q1 2025, an estimated $38.5K.
  • Van Hulzen Asset Management first reported a position in J.M. Smucker in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's J.M. Smucker position peaked at $38.5K in Q4 2024.
  • 833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.