Y-Intercept (HK)’s J.M. Smucker SJM Stock Holding History

Y-Intercept (HK)’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
2026 Q3	$4.39M	Buy	36,900 +32,183	+682%	+$3.87M	0.1%	273
2026 Q2	$531K	Sell	4,717 -37,496	-89%	-$3.82M	0.01%	1302
2026 Q1	$4.07M	Buy	+42,213	New	+$4.42M	0.08%	411
2025 Q3	–	Sell	-13,338	Closed	-$1.31M	–	1997
2025 Q2	$1.31M	Buy	+13,338	New	+$1.47M	0.03%	804
2025 Q1	–	Sell	-5,938	Closed	-$654K	–	1568
2024 Q4	$654K	Buy	+5,938	New	+$683K	0.04%	607
2024 Q3	–	Sell	-12,384	Closed	-$1.35M	–	1764
2024 Q2	$1.35M	Buy	+12,384	New	+$1.4M	0.07%	370
2023 Q4	–	Sell	-21,556	Closed	-$2.65M	–	1609
2023 Q3	$2.65M	Buy	+21,556	New	+$3.06M	0.26%	88
2023 Q2	–	Sell	-3,297	Closed	-$519K	–	1683
2023 Q1	$519K	Buy	+3,297	New	+$501K	0.06%	512
2022 Q3	–	Sell	-2,795	Closed	-$358K	–	1243
2022 Q2	$358K	Buy	2,795 +1,149	+70%	+$153K	0.05%	529
2022 Q1	$223K	Buy	+1,646	New	+$224K	0.05%	572
2021 Q3	–	Sell	-5,914	Closed	-$766K	–	881
2021 Q2	$766K	Buy	5,914 +3,715	+169%	+$493K	0.19%	151
2021 Q1	$283K	Buy	+2,199	New	+$260K	0.08%	428

Other funds holding SJM

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Y-Intercept (HK)'s SJM Position: Q3 2026 in Review

Y-Intercept (HK) increased its J.M. Smucker (SJM) stake by 682% in Q3 2026, buying an estimated $3.87M and bringing the position to 36,900 shares worth $4.39M. The position accounts for 0.1% of the portfolio, ranked #273.

Y-Intercept (HK) first reported a position in SJM in Q1 2021 and has held it in 12 quarters since. 210 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

Y-Intercept (HK) held 36,900 shares of J.M. Smucker worth $4.39M as of Q3 2026.
Y-Intercept (HK) bought 32,183 J.M. Smucker shares in Q3 2026, an estimated $3.87M.
J.M. Smucker made up 0.1% of Y-Intercept (HK)'s portfolio in Q3 2026, its #273 holding.
Y-Intercept (HK) first reported a position in J.M. Smucker in Q1 2021 and has held it in 12 quarters since.
210 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.