Bank Julius Baer & Co
SJM icon

Bank Julius Baer & Co’s J.M. Smucker SJM Stock Holding History

Bank Julius Baer & Co’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
2024
Q3 		– Sell
-415
Closed -$50.4K – 543
2024
Q2 		$50.4K Sell
415
-47
-10% -$5.32K ﹤0.01% 440
2024
Q1 		$58.2K Buy
462
+302
+189% +$38.2K ﹤0.01% 462
2023
Q4 		$20.2K Sell
160
-2
-1% -$232 ﹤0.01% 508
2023
Q3 		$20K Sell
162
-652
-80% -$92.6K ﹤0.01% 491
2023
Q2 		$120K Sell
814
-22
-3% -$3.36K ﹤0.01% 442
2023
Q1 		$132K Sell
836
-820
-50% -$125K ﹤0.01% 464
2022
Q4 		$262K Buy
1,656
+826
+100% +$123K ﹤0.01% 397
2022
Q3 		$114K Sell
830
-1,235
-60% -$168K ﹤0.01% 450
2022
Q2 		$264K Sell
2,065
-4,883
-70% -$651K ﹤0.01% 389
2022
Q1 		$941K Sell
6,948
-1
-0% -$136 0.01% 287
2021
Q4 		$944K Sell
6,949
-780
-10% -$99.5K 0.01% 358
2021
Q3 		$928K Sell
7,729
-51
-0.7% -$6.48K 0.01% 342
2021
Q2 		$1.01M Sell
7,780
-678
-8% -$90K 0.01% 345
2021
Q1 		$1.07M Sell
8,458
-435
-5% -$51.3K 0.01% 331
2020
Q4 		$1.03M Buy
8,893
+184
+2% +$21.4K 0.01% 346
2020
Q3 		$1.01M Sell
8,709
-17
-0.2% -$1.9K 0.01% 294
2020
Q2 		$923K Sell
8,726
-3,787
-30% -$426K 0.01% 285
2020
Q1 		$1.39M Buy
+12,513
New +$1.34M 0.03% 191

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State Street
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return