VIG
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Vienna Insurance Group’s J.M. Smucker SJM Stock Holding History

Vienna Insurance Group’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
Q3 		– Sell
-7,032
Closed -$691K – 86
2025
Q2 		$691K Sell
7,032
-3,588
-34% -$394K 0.43% 84
2025
Q1 		$1.26M Buy
10,620
+429
+4% +$46.3K 0.69% 30
2024
Q4 		$1.12M Sell
10,191
-1,138
-10% -$131K 0.65% 53
2024
Q3 		$1.37M Buy
11,329
+184
+2% +$21.7K 0.58% 75
2024
Q2 		$1.22M Buy
11,145
+1,396
+14% +$158K 0.48% 81
2024
Q1 		$1.23M Sell
9,749
-526
-5% -$66.6K 0.48% 88
2023
Q4 		$1.3M Sell
10,275
-1,438
-12% -$167K 0.6% 53
2023
Q3 		$1.44M Buy
11,713
+2,491
+27% +$354K 0.64% 83
2023
Q2 		$1.36M Buy
9,222
+4,174
+83% +$637K 0.63% 68
2023
Q1 		$794K Buy
+5,048
New +$767K 0.47% 38

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return