Bangor Savings Bank’s J.M. Smucker SJM Stock Holding History

Bangor Savings Bank’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
2025 Q1	–	Sell	-91	Closed	-$10K	–	560
2024 Q4	$10K	Hold	91	–	–	﹤0.01%	425
2024 Q3	$11K	Sell	91 -13	-13%	-$1.53K	﹤0.01%	416
2024 Q2	$11.3K	Hold	104	–	–	﹤0.01%	404
2024 Q1	$13.1K	Sell	104 -500	-83%	-$63.3K	﹤0.01%	394
2023 Q4	$76.3K	Sell	604 -18	-3%	-$2.09K	0.01%	265
2023 Q3	$76.5K	Hold	622	–	–	0.01%	258
2023 Q2	$91.9K	Hold	622	–	–	0.01%	250
2023 Q1	$97.9K	Hold	622	–	–	0.01%	239
2022 Q4	$99K	Hold	622	–	–	0.01%	237
2022 Q3	$85K	Hold	622	–	–	0.01%	247
2022 Q2	$80K	Buy	+622	New	+$83K	0.01%	259
2019 Q2	–	Sell	-9,696	Closed	-$1.13M	–	171
2019 Q1	$1.13M	Sell	9,696 -589	-6%	-$61.6K	0.21%	79
2018 Q4	$962K	Sell	10,285 -158	-2%	-$16.5K	0.2%	82
2018 Q3	$1.07M	Sell	10,443 -148	-1%	-$16.2K	0.2%	87
2018 Q2	$1.14M	Sell	10,591 -32	-0.3%	-$3.59K	0.22%	84
2018 Q1	$1.32M	Sell	10,623 -412	-4%	-$51.5K	0.26%	71
2017 Q4	$1.37M	Buy	+11,035	New	+$1.23M	0.27%	64

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors

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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return