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

WBI 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 Q2	–	Sell	-4,768	Closed	-$565K	–	319
2025 Q1	$565K	Sell	4,768 -8,082	-63%	-$873K	0.15%	144
2024 Q4	$1.42M	Buy	+12,850	New	+$1.48M	0.35%	90
2021 Q2	–	Sell	-13,255	Closed	-$1.68M	–	234
2021 Q1	$1.68M	Buy	+13,255	New	+$1.56M	0.26%	81
2020 Q4	–	Sell	-63,804	Closed	-$7.37M	–	195
2020 Q3	$7.37M	Buy	+63,804	New	+$7.11M	1.13%	29
2019 Q3	–	Sell	-24,042	Closed	-$2.77M	–	271
2019 Q2	$2.77M	Sell	24,042 -35,203	-59%	-$4.3M	0.24%	87
2019 Q1	$6.9M	Buy	+59,245	New	+$6.19M	0.53%	43
2018 Q2	–	Sell	-219,433	Closed	-$27.2M	–	294
2018 Q1	$27.2M	Buy	+219,433	New	+$27.4M	1.4%	19
2016 Q1	–	Sell	-68,535	Closed	-$8.45M	–	215
2015 Q4	$8.45M	Buy	+68,535	New	+$8.17M	0.24%	78

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return