AIM
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Alambic Investment Management’s J.M. Smucker SJM Stock Holding History

Alambic Investment Management’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
2020
Q3 		– Sell
-2,250
Closed -$238K – 147
2020
Q2 		$238K Buy
+2,250
New +$253K 0.6% 72
2018
Q2 		– Sell
-7,162
Closed -$888K – 439
2018
Q1 		$888K Sell
7,162
-9,200
-56% -$1.15M 0.12% 241
2017
Q4 		$2.03M Sell
16,362
-42,021
-72% -$4.67M 0.24% 143
2017
Q3 		$6.13M Buy
58,383
+21,927
+60% +$2.5M 0.67% 21
2017
Q2 		$4.31M Sell
36,456
-17,082
-32% -$2.16M 0.53% 38
2017
Q1 		$7.02M Buy
+53,538
New +$7.28M 0.86% 4

Other funds holding SJM

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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