Cliff Asness's SJM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 269,498 shares of The J. M. Smucker Company (SJM) worth $26.36 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in SJM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 794,851 shares. Largest reduction occurred in Q4 2025, reducing 759,724 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's The J M Smucker Company (SJM) Holding Value Over Time
Track share changes against reported price movement
Quarterly The J M Smucker Company (SJM) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -759,724 | Reduce 73.82% | 269,498 | $97.81 |
| Q3 2025 | +794,851 | Add 339.14% | 1.03 M | $108.00 |
| Q2 2025 | +164,543 | Add 235.64% | 234,371 | $96.18 |
| Q1 2025 | -76,786 | Reduce 52.37% | 69,828 | $118.41 |
| Q4 2024 | -156,750 | Reduce 51.67% | 146,614 | $110.12 |
| Q3 2024 | -128,342 | Reduce 29.73% | 303,364 | $120.87 |
| Q2 2024 | -100,750 | Reduce 18.92% | 431,706 | $108.72 |
| Q1 2024 | -176,096 | Reduce 24.85% | 532,456 | $125.87 |
| Q4 2023 | +63,780 | Add 9.89% | 708,552 | $125.51 |
| Q3 2023 | +150,231 | Add 30.38% | 644,772 | $122.91 |
| Q2 2023 | +33,042 | Add 7.16% | 494,541 | $146.95 |
| Q1 2023 | +48,059 | Add 11.62% | 461,499 | $157.37 |
| Q4 2022 | +104,990 | Add 34.04% | 413,440 | $158.46 |
| Q3 2022 | -117,547 | Reduce 27.59% | 308,450 | $137.41 |
| Q2 2022 | -88,167 | Reduce 17.15% | 425,997 | $128.01 |
| Q1 2022 | -135,427 | Reduce 20.85% | 514,164 | $134.49 |
| Q4 2021 | -207,292 | Reduce 24.19% | 649,591 | $135.28 |
| Q3 2021 | +48,035 | Add 5.94% | 856,883 | $120.03 |
| Q2 2021 | -117,464 | Reduce 12.68% | 808,848 | $129.57 |
| Q1 2021 | +153,193 | Add 19.81% | 926,312 | $126.18 |
| Q4 2020 | -73,123 | Reduce 8.64% | 773,119 | $114.81 |
| Q3 2020 | -122,737 | Reduce 12.67% | 846,242 | $113.44 |
| Q2 2020 | +1,857 | Add 0.19% | 968,979 | $105.00 |
| Q1 2020 | +241,651 | Add 33.31% | 967,122 | $108.14 |
| Q4 2019 | +332,504 | Add 84.61% | 725,471 | $103.53 |
| Q3 2019 | +291,929 | Add 288.93% | 392,967 | $110.02 |
| Q2 2019 | +91,216 | Add 928.69% | 101,038 | $115.19 |
| Q1 2019 | -35,526 | Reduce 78.34% | 9,822 | $116.17 |
| Q4 2018 | +10,227 | Add 29.12% | 45,348 | $93.50 |
| Q3 2018 | -41,023 | Reduce 53.88% | 35,121 | $102.62 |
| Q2 2018 | +76,144 | New Buy | 76,144 | $107.48 |
| Q1 2018 | -30,413 | Sold Out | 0 | $0.00 |
| Q4 2017 | -245,940 | Reduce 88.99% | 30,413 | $124.26 |
| Q3 2017 | -112,828 | Reduce 28.99% | 276,353 | $104.93 |
| Q2 2017 | -88,281 | Reduce 18.49% | 389,181 | $118.33 |
| Q1 2017 | -366,718 | Reduce 43.44% | 477,462 | $131.08 |
| Q4 2016 | -36,649 | Reduce 4.16% | 844,180 | $128.06 |
| Q3 2016 | +677,476 | Add 333.15% | 880,829 | $135.54 |
| Q2 2016 | +56,244 | Add 38.23% | 203,353 | $152.41 |
| Q1 2016 | +8,727 | Add 6.31% | 147,109 | $129.84 |
| Q4 2015 | +32,156 | Add 30.27% | 138,382 | $123.34 |
| Q3 2015 | -24,875 | Reduce 18.97% | 106,226 | $114.09 |
| Q2 2015 | -585 | Reduce 0.44% | 131,101 | $108.41 |
| Q1 2015 | -70,454 | Reduce 34.85% | 131,686 | $115.73 |
| Q4 2014 | -80,648 | Reduce 28.52% | 202,140 | $100.98 |
| Q3 2014 | -174,856 | Reduce 38.21% | 282,788 | $98.99 |
| Q2 2014 | -15,100 | Reduce 3.19% | 457,644 | $106.57 |
| Q1 2014 | -102,079 | Reduce 17.76% | 472,744 | $97.24 |
| Q4 2013 | +22,179 | Add 4.01% | 574,823 | $103.62 |
| Q3 2013 | +141,904 | Add 34.55% | 552,644 | $105.04 |
| Q2 2013 | +410,740 | Add 0.00% | 410,740 | $103.15 |
| Q4 2012 | +270,535 | Add 0.00% | 270,535 | $86.24 |
Cliff Asness's The J M Smucker Company Investment FAQs
Cliff Asness first purchased The J. M. Smucker Company (SJM) in Q4 2012, acquiring 270,535 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held The J. M. Smucker Company (SJM) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to The J. M. Smucker Company (SJM) was in Q3 2025, adding 1,029,222 shares worth $111.16 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 269,498 shares of The J. M. Smucker Company (SJM), valued at approximately $26.36 M.
As of the Q4 2025 filing, The J. M. Smucker Company (SJM) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in The J. M. Smucker Company (SJM) was 1,029,222 shares, as reported at the end of Q3 2025.