Axel Capital Management’s J.M. Smucker SJM Stock Holding History

Axel Capital 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
2017 Q4	–	Sell	-7,100	Closed	-$745K	–	23
2017 Q3	$745K	Hold	7,100	–	–	0.49%	20
2017 Q2	$840K	Hold	7,100	–	–	0.41%	16
2017 Q1	$931K	Sell	7,100 -7,000	-50%	-$951K	0.68%	10
2016 Q4	$1.81M	Hold	14,100	–	–	1.43%	8
2016 Q3	$1.91M	Hold	14,100	–	–	1.47%	8
2016 Q2	$2.15M	Hold	14,100	–	–	1.91%	5
2016 Q1	$1.83M	Hold	14,100	–	–	0.97%	7
2015 Q4	$1.74M	Hold	14,100	–	–	0.99%	10
2015 Q3	$1.61M	Hold	14,100	–	–	0.98%	15
2015 Q2	$1.53M	Buy	14,100 +7,000	+99%	+$810K	1.07%	16
2015 Q1	$822K	Hold	7,100	–	–	0.58%	23
2014 Q4	$717K	Buy	7,100 +6,000	+545%	+$608K	0.7%	24
2014 Q3	$109K	Buy	1,100 +300	+38%	+$30.8K	0.11%	24
2014 Q2	$85K	Buy	800 +400	+100%	+$40.2K	0.16%	22
2014 Q1	$39K	Hold	400	–	–	0.09%	32
2013 Q4	$41K	Hold	400	–	–	0.19%	19
2013 Q3	$42K	Hold	400	–	–	1.09%	10
2013 Q2	$41K	Buy	+400	New	+$40.7K	5.11%	6

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dimensional Fund Advisors

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management

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