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

Versor 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
2025 Q4	–	Sell	-2,244	Closed	-$244K	–	772
2025 Q3	$244K	Buy	+2,244	New	+$244K	0.04%	544
2025 Q1	–	Sell	-9,800	Closed	-$1.08M	–	930
2024 Q4	$1.08M	Buy	+9,800	New	+$1.13M	0.19%	136
2022 Q3	–	Sell	-8,749	Closed	-$1.12M	–	932
2022 Q2	$1.12M	Buy	+8,749	New	+$1.17M	0.04%	211
2018 Q3	–	Sell	-10,400	Closed	-$1.12M	–	284
2018 Q2	$1.12M	Buy	+10,400	New	+$1.17M	0.38%	92

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return