Advisor Group’s J.M. Smucker SJM Stock Holding History

Advisor 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
2019 Q4	$1.65M	Sell	15,874 -1,031	-6%	-$109K	0.01%	912
2019 Q3	$1.86M	Sell	16,905 -4,532	-21%	-$505K	0.01%	791
2019 Q2	$2.47M	Buy	21,437 +2,251	+12%	+$275K	0.02%	674
2019 Q1	$2.23M	Buy	19,186 +2,753	+17%	+$288K	0.02%	673
2018 Q4	$1.54M	Sell	16,433 -631	-4%	-$65.9K	0.02%	739
2018 Q3	$1.75M	Buy	17,064 +2,919	+21%	+$319K	0.02%	704
2018 Q2	$1.52M	Sell	14,145 -820	-5%	-$92.1K	0.02%	661
2018 Q1	$1.86M	Sell	14,965 -809	-5%	-$101K	0.03%	583
2017 Q4	$1.96M	Sell	15,774 -787	-5%	-$87.4K	0.03%	572
2017 Q3	$1.74M	Buy	16,561 +603	+4%	+$68.9K	0.03%	558
2017 Q2	$1.89M	Buy	15,958 +528	+3%	+$66.7K	0.03%	504
2017 Q1	$2.02M	Sell	15,430 -3,662	-19%	-$498K	0.04%	459
2016 Q4	$2.45M	Buy	19,092 +3,074	+19%	+$398K	0.06%	366
2016 Q3	$2.17M	Sell	16,018 -3,123	-16%	-$458K	0.05%	379
2016 Q2	$2.92M	Buy	+19,141	New	+$2.55M	0.08%	282

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return