West Paces Advisors’s J.M. Smucker SJM Stock Holding History

West Paces Advisors’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	-6	Closed	-$661	–	581
2024 Q4	$661	Sell	6 -1	-14%	-$115	﹤0.01%	513
2024 Q3	$848	Hold	7	–	–	﹤0.01%	485
2024 Q2	$763	Buy	+7	New	+$792	﹤0.01%	512
2023 Q4	–	Sell	-6	Closed	-$695	–	625
2023 Q3	$737	Buy	+6	New	+$852	﹤0.01%	482
2021 Q4	–	Sell	-45	Closed	-$5.4K	–	623
2021 Q3	$5.4K	Hold	45	–	–	﹤0.01%	412
2021 Q2	$5.83K	Hold	45	–	–	﹤0.01%	414
2021 Q1	$5.69K	Hold	45	–	–	﹤0.01%	382
2020 Q4	$5.2K	Hold	45	–	–	﹤0.01%	370
2020 Q3	$5.2K	Hold	45	–	–	﹤0.01%	352
2020 Q2	$4.76K	Hold	45	–	–	﹤0.01%	372
2020 Q1	$5K	Hold	45	–	–	﹤0.01%	365
2019 Q4	$4.69K	Hold	45	–	–	﹤0.01%	408
2019 Q3	$4.95K	Hold	45	–	–	﹤0.01%	386
2019 Q2	$5.18K	Hold	45	–	–	﹤0.01%	378
2019 Q1	$5.24K	Hold	45	–	–	﹤0.01%	378
2018 Q4	$4.21K	Hold	45	–	–	﹤0.01%	391
2018 Q3	$4.62K	Hold	45	–	–	﹤0.01%	392
2018 Q2	$4.84K	Hold	45	–	–	﹤0.01%	387
2018 Q1	$5.58K	Hold	45	–	–	﹤0.01%	358
2017 Q4	$5.59K	Sell	45 -32	-42%	-$3.56K	﹤0.01%	380
2017 Q3	$8.08K	Sell	77 -12	-13%	-$1.37K	0.01%	356
2017 Q2	$10.5K	Hold	89	–	–	0.01%	323
2017 Q1	$11.7K	Hold	89	–	–	0.01%	309
2016 Q4	$11.4K	Buy	+89	New	+$11.5K	0.01%	320

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

West Paces Advisors's SJM Position: Q1 2025 in Review

West Paces Advisors sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 6 shares — an estimated $661 sold.

West Paces Advisors first reported a position in SJM in Q4 2016 and held it in 24 quarters. The position peaked at $11.7K in Q1 2017. 836 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

West Paces Advisors reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
West Paces Advisors sold 6 J.M. Smucker shares in Q1 2025, an estimated $661.
West Paces Advisors first reported a position in J.M. Smucker in Q4 2016 and held it in 24 quarters.
West Paces Advisors's J.M. Smucker position peaked at $11.7K in Q1 2017.
836 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on West Paces Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.