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ALPS Advisors’s J.M. Smucker SJM Stock Holding History

ALPS Advisors’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
2021
Q4 		– Sell
-130,000
Closed -$15.6M – 968
2021
Q3 		$15.6M Sell
130,000
-2,750
-2% -$350K 0.15% 132
2021
Q2 		$17.2M Hold
132,750
– – 0.15% 126
2021
Q1 		$16.8M Buy
132,750
+419
+0.3% +$49.5K 0.16% 124
2020
Q4 		$15.3M Buy
132,331
+129,929
+5,409% +$15.1M 0.17% 125
2020
Q3 		$277K Buy
+2,402
New +$268K ﹤0.01% 575
2018
Q3 		– Sell
-3,491
Closed -$375K – 1067
2018
Q2 		$375K Sell
3,491
-164
-4% -$18.4K ﹤0.01% 807
2018
Q1 		$453K Buy
+3,655
New +$456K ﹤0.01% 700

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Geode Capital Management
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Massachusetts Financial Services
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CIP
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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return