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

Zurich 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
2024
Q4 		– Sell
-9,700
Closed -$1.17M – 261
2024
Q3 		$1.17M Hold
9,700
– – 0.01% 200
2024
Q2 		$1.06M Hold
9,700
– – 0.01% 216
2024
Q1 		$1.22M Hold
9,700
– – 0.01% 220
2023
Q4 		$1.23M Hold
9,700
– – 0.01% 207
2023
Q3 		$1.19M Hold
9,700
– – 0.01% 200
2023
Q2 		$1.43M Hold
9,700
– – 0.01% 180
2023
Q1 		$1.53M Buy
+9,700
New +$1.47M 0.02% 170
2021
Q1 		– Sell
-12,300
Closed -$1.42M – 227
2020
Q4 		$1.42M Buy
+12,300
New +$1.43M 0.02% 144
2019
Q3 		– Sell
-6,600
Closed -$760K – 508
2019
Q2 		$760K Hold
6,600
– – 0.02% 398
2019
Q1 		$769K Hold
6,600
– – 0.02% 367
2018
Q4 		$617K Hold
6,600
– – 0.01% 360
2018
Q3 		$677K Sell
6,600
-38,834
-85% -$4.24M 0.01% 412
2018
Q2 		$4.88M Buy
45,434
+22,591
+99% +$2.54M 0.11% 248
2018
Q1 		$2.83M Buy
22,843
+1,072
+5% +$134K 0.07% 342
2017
Q4 		$2.71M Sell
21,771
-3,742
-15% -$416K 0.06% 367
2017
Q3 		$2.68M Buy
25,513
+3,954
+18% +$452K 0.07% 303
2017
Q2 		$2.55M Buy
21,559
+1,614
+8% +$204K 0.07% 322
2017
Q1 		$2.61M Buy
19,945
+4,560
+30% +$620K 0.08% 301
2016
Q4 		$1.97M Buy
15,385
+2,579
+20% +$334K 0.06% 328
2016
Q3 		$1.74M Sell
12,806
-13,166
-51% -$1.93M 0.06% 320
2016
Q2 		$3.96M Buy
25,972
+9,760
+60% +$1.3M 0.14% 179
2016
Q1 		$2.1M Sell
16,212
-10,018
-38% -$1.26M 0.08% 260
2015
Q4 		$3.23M Buy
+26,230
New +$3.13M 0.12% 194

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Zurich Insurance Group's SJM Position: Q4 2024 in Review

Zurich Insurance Group sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 9,700 shares — an estimated $1.17M sold.

Zurich Insurance Group first reported a position in SJM in Q4 2015 and held it in 23 quarters. The position peaked at $4.88M in Q2 2018. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Zurich Insurance Group reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Zurich Insurance Group sold 9,700 J.M. Smucker shares in Q4 2024, an estimated $1.17M.
  • Zurich Insurance Group first reported a position in J.M. Smucker in Q4 2015 and held it in 23 quarters.
  • Zurich Insurance Group's J.M. Smucker position peaked at $4.88M in Q2 2018.
  • 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Zurich Insurance Group's 13F filing for Q4 2024, filed 14 Feb 2025.