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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Versor Investments's SJM Position: Q4 2025 in Review

Versor Investments sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 2,244 shares — an estimated $244K sold.

Versor Investments first reported a position in SJM in Q2 2018 and held it in 4 quarters. The position peaked at $1.12M in Q2 2022. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

Versor Investments reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
Versor Investments sold 2,244 J.M. Smucker shares in Q4 2025, an estimated $244K.
Versor Investments first reported a position in J.M. Smucker in Q2 2018 and held it in 4 quarters.
Versor Investments's J.M. Smucker position peaked at $1.12M in Q2 2022.
822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Versor Investments's 13F filing for Q4 2025, filed 4 Feb 2026.