Position Sheet

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SJM J M Smucker Co/The

Consumer Staples stock

HEFT, HELS, HGRO held J M Smucker Co/The from Mar 5, 2026 to Oct 5, 2026, across 5 separate holding periods. No fund holds it now; the peak position was 2.2%. The latest big move was on Oct 6, 2026: HELS sold out of it (1.0% to 0.0%).

Our daily record for Hedgeye Asset Management's funds starts Nov 21, 2025. We can't see what they held before then, so "first held" means the first day in our record, not necessarily the day they first bought it.

Held now inNo fund holds it today.
First held in our dataMar 5, 2026
Since they sold+11.8%gone from HELS by Oct 6, 2026 · S&P 500 -2.5% · while held -2.5%
Big moves1

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading at zero means the fund didn't own it.

Big moves in SJM

DateFundTickerNameActionPosition sizeSinceStatus
Oct 6, 2026HELSSJMJ M Smucker Co/TheSold1.0% → 0.0%—Exited