Atwood & Palmer’s J.M. Smucker SJM Stock Holding History

Atwood & Palmer’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
2022 Q3	–	Sell	-80	Closed	-$10K	–	399
2022 Q2	$10K	Hold	80	–	–	﹤0.01%	326
2022 Q1	$11K	Hold	80	–	–	﹤0.01%	361
2021 Q4	$11K	Hold	80	–	–	﹤0.01%	370
2021 Q3	$10K	Hold	80	–	–	﹤0.01%	355
2021 Q2	$10K	Hold	80	–	–	﹤0.01%	329
2021 Q1	$10K	Hold	80	–	–	﹤0.01%	346
2020 Q4	$9K	Buy	+80	New	+$9.3K	﹤0.01%	320
2018 Q1	–	Sell	-13	Closed	-$2K	–	299
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	280
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	293
2017 Q2	$2K	Hold	13	–	–	﹤0.01%	305
2017 Q1	$2K	Hold	13	–	–	﹤0.01%	284
2016 Q4	$2K	Hold	13	–	–	﹤0.01%	320
2016 Q3	$2K	Hold	13	–	–	﹤0.01%	313
2016 Q2	$2K	Hold	13	–	–	﹤0.01%	294
2016 Q1	$2K	Hold	13	–	–	﹤0.01%	301
2015 Q4	$2K	Hold	13	–	–	﹤0.01%	381
2015 Q3	$1K	Hold	13	–	–	﹤0.01%	424
2015 Q2	$1K	Hold	13	–	–	﹤0.01%	366
2015 Q1	$2K	Hold	13	–	–	﹤0.01%	311
2014 Q4	$2K	Hold	13	–	–	﹤0.01%	365
2014 Q3	$1K	Hold	13	–	–	﹤0.01%	370
2014 Q2	$1K	Buy	+13	New	+$1.3K	﹤0.01%	323

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

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

LSV Asset Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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