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Adds vs. Reduces by Quarter
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SJM —
SMUCKER J M CO
CUSIP: 832696405 · Held by 4 superinvestors · Combined value: $460,142,744
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $277,255,552 | 2,834,634 | ADD | +782,480 |
| 2 | John Rogers | 1.7% | $157,370,715 | 1,608,943 | ADD | +65,420 |
| 3 | Ray Dalio | 0.1% | $22,786,404 | 232,966 | ADD | +226,215 |
| 4 | Lee Ainslie | 0.0% | $2,730,073 | 27,912 | REDUCE | -5,226 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| John Rogers | ADD | +65,420 | +4.2% |
| Ken Griffin | ADD | +782,480 | +38.1% |
| Ray Dalio | ADD | +226,215 | +3350.8% |
| Lee Ainslie | REDUCE | -5,226 | -15.8% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | NEW BUY | +33,138 | New |
| John Rogers | ADD | +14,585 | +1.0% |
| Ken Griffin | REDUCE | -961,199 | -31.9% |
| Ray Dalio | REDUCE | -4,653 | -40.8% |
| Jim Simons | SOLD | -43,100 | Exit |
Who Owns SJM? Superinvestor Holdings
SMUCKER J M CO is held by 4 tracked superinvestors, with a combined position value of $460 million . The largest positions are held by Ken Griffin (0.0% of portfolio), John Rogers (1.7% of portfolio), Ray Dalio (0.1% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 1 reduced or exited.