AS
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Altshuler Shaham’s J.M. Smucker SJM Stock Holding History

Altshuler Shaham’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
2023
Q4 		– Sell
-192
Closed -$23.6K – 315
2023
Q3 		$23.6K Sell
192
-54
-22% -$7.67K ﹤0.01% 208
2023
Q2 		$36.3K Sell
246
-30
-11% -$4.58K ﹤0.01% 198
2023
Q1 		$43.4K Buy
+276
New +$41.9K ﹤0.01% 200
2021
Q2 		– Sell
-619
Closed -$78K – 728
2021
Q1 		$78K Sell
619
-208
-25% -$24.6K ﹤0.01% 247
2020
Q4 		$96K Sell
827
-161
-16% -$18.7K ﹤0.01% 219
2020
Q3 		$114K Sell
988
-246
-20% -$27.4K ﹤0.01% 171
2020
Q2 		$131K Buy
+1,234
New +$139K ﹤0.01% 151
2019
Q3 		– Sell
-10
Closed -$1K – 542
2019
Q2 		$1K Buy
+10
New +$1.22K ﹤0.01% 348

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return