Baxter Bros Inc’s J.M. Smucker SJM Stock Holding History

Baxter Bros Inc’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
2018 Q1	–	Sell	-1,610	Closed	-$200K	–	117
2017 Q4	$200K	Sell	1,610 -333	-17%	-$37K	0.05%	115
2017 Q3	$204K	Sell	1,943 -325	-14%	-$37.1K	0.06%	114
2017 Q2	$268K	Hold	2,268	–	–	0.08%	100
2017 Q1	$297K	Sell	2,268 -600	-21%	-$81.5K	0.09%	95
2016 Q4	$367K	Sell	2,868 -310	-10%	-$40.2K	0.12%	90
2016 Q3	$431K	Sell	3,178 -175	-5%	-$25.7K	0.15%	88
2016 Q2	$511K	Buy	+3,353	New	+$446K	0.18%	82
2015 Q4	$417K	Sell	3,378 -940	-22%	-$112K	0.15%	85
2015 Q3	$468K	Hold	4,318	–	–	0.17%	80
2015 Q2	$468K	Hold	4,318	–	–	0.17%	80
2015 Q1	$500K	Hold	4,318	–	–	0.18%	78
2014 Q4	$436K	Hold	4,318	–	–	0.16%	78
2014 Q3	$427K	Hold	4,318	–	–	0.17%	78
2014 Q2	$460K	Sell	4,318 -925	-18%	-$92.9K	0.19%	76
2014 Q1	$510K	Buy	5,243 +150	+3%	+$14.6K	0.23%	65
2013 Q4	$528K	Buy	5,093 +100	+2%	+$10.6K	0.25%	62
2013 Q3	$524K	Buy	4,993 +533	+12%	+$57.7K	0.29%	56
2013 Q2	$460K	Buy	+4,460	New	+$454K	0.28%	56

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

Geode Capital Management

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

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