SENTRY INVESTMENT MANAGEMENT LLC SJM — SMUCKER JM CO (THE) Common

Ownership history in SENTRY INVESTMENT MANAGEMENT LLC  ·  51 quarters on record

AI Ownership Summary

SENTRY INVESTMENT MANAGEMENT LLC reported SMUCKER JM CO (THE) Common (SJM) in 51 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows SJM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SJM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SENTRY INVESTMENT MANAGEMENT LLC's position in SMUCKER JM CO (THE) Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SJM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SJM stock page SENTRY INVESTMENT MANAGEMENT LLC fund profile SENTRY INVESTMENT MANAGEMENT LLC full holdings
How SENTRY INVESTMENT MANAGEMENT LLC held SJM — position size vs. price
% of Fund (quarterly)    SJM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 293 — 0% 0.02% $29K 2026-02-04 $106.27
2025 Q3 REDUCED 10.7% -7.7% ✅ 293 -35 -10.7% 0.02% $31K 2025-11-05 $102.04
2025 Q2 UNCHANGED — — — 328 — 0% 0.02% $34K 2025-07-29 $107.31
2025 Q1 REDUCED 23.0% -16.3% ✅ 328 -98 -23.0% 0.03% $37K 2025-04-09 $109.40
2024 Q4 REDUCED 13.9% +8.7% ❌ 426 -69 -13.9% 0.02% $47K 2025-02-04 $98.49
2024 Q3 UNCHANGED — — — 495 — 0% 0.03% $60K 2024-10-30 $106.14
2024 Q2 REDUCED 12.9% +12.1% ❌ 495 -73 -12.9% 0.02% $54K 2024-08-07 $110.32
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SJM

As of 2026 Q1 — sorted by position size

Holowesko Partners Ltd. 3Y 7Y 4.97% Clark & Stuart, Inc 4.41% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 2.63% STALEY CAPITAL ADVISERS INC 3Y 7Y 2.6% Night Squared LP 2.38% ARIEL INVESTMENTS, LLC 3Y 7Y 2.01% Sage Capital Advisors,llc 3Y 7Y 1.57% Kinloch Capital, LLC 3Y 1.26% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.25% apricus wealth, LLC 3Y 1.22%

FAQ About SENTRY INVESTMENT MANAGEMENT LLC and SJM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SENTRY INVESTMENT MANAGEMENT LLC reported owning SJM?

SENTRY INVESTMENT MANAGEMENT LLC reported SJM across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SJM position in SENTRY INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for SJM was 0.03% in 2024 Q3.

What is the latest reported SJM position on this page?

The most recent filing on this page is 2025 Q4, when SENTRY INVESTMENT MANAGEMENT LLC reported 293 shares, equal to 0.02% of portfolio, with an estimated market value of $29K.

What does the chart on this SJM ownership page compare?

The chart compares SENTRY INVESTMENT MANAGEMENT LLC's quarterly SJM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SENTRY INVESTMENT MANAGEMENT LLC time their SJM position?

Based on 13F filing dates vs. subsequent SJM price moves, SENTRY INVESTMENT MANAGEMENT LLC correctly timed 16 out of 29 reported position changes (55%). The annualised alpha on SJM relative to SPY over the holding period was -9.1%.

← Back to SENTRY INVESTMENT MANAGEMENT LLC Holdings