BWM
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Baystate Wealth Management’s J.M. Smucker SJM Stock Holding History

Baystate Wealth 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
2022
Q2 		– Hold
0
– – – 1017
2022
Q1 		– Sell
-12
Closed -$1.64K – 938
2021
Q4 		$2K Buy
+12
New +$1.53K ﹤0.01% 778
2020
Q4 		– Sell
-37
Closed -$4K – 752
2020
Q3 		$4K Sell
37
-35
-49% -$3.9K ﹤0.01% 478
2020
Q2 		$8K Hold
72
– – ﹤0.01% 413
2020
Q1 		$8K Hold
72
– – ﹤0.01% 394
2019
Q4 		$8K Hold
72
– – ﹤0.01% 417
2019
Q3 		$8K Buy
72
+1
+1% +$111 ﹤0.01% 382
2019
Q2 		$8K Hold
71
– – ﹤0.01% 385
2019
Q1 		$9K Buy
71
+1
+1% +$105 ﹤0.01% 398
2018
Q4 		$7K Sell
70
-124
-64% -$12.9K ﹤0.01% 413
2018
Q3 		$20K Buy
194
+1
+0.5% +$109 ﹤0.01% 303
2018
Q2 		$21K Buy
193
+1
+0.5% +$112 ﹤0.01% 281
2018
Q1 		$22K Hold
192
– – ﹤0.01% 278
2017
Q4 		$24K Sell
192
-43
-18% -$4.78K ﹤0.01% 276
2017
Q3 		$24K Buy
235
+166
+241% +$19K ﹤0.01% 263
2017
Q2 		$8K Hold
69
– – ﹤0.01% 375
2017
Q1 		$9K Buy
69
+1
+1% +$136 ﹤0.01% 346
2016
Q4 		$9K Buy
+68
New +$8.81K ﹤0.01% 312
2013
Q3 		– Sell
-1,000
Closed -$103K – 198
2013
Q2 		$103K Buy
+1,000
New +$102K 0.05% 56

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Geode Capital Management
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LSV Asset Management
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Invesco
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return