Bedel Financial Consulting’s J.M. Smucker SJM Stock Holding History

Bedel Financial Consulting’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	–	Sell	-602	Closed	-$82K	–	766
2022 Q1	$82K	Hold	602	–	–	0.03%	307
2021 Q4	$82K	Hold	602	–	–	0.03%	311
2021 Q3	$72K	Hold	602	–	–	0.02%	327
2021 Q2	$78K	Hold	602	–	–	0.03%	315
2021 Q1	$76K	Buy	602 +600	+30,000%	+$70.8K	0.03%	308
2020 Q4	$0	Hold	2	–	–	﹤0.01%	872
2020 Q3	$0	Hold	2	–	–	﹤0.01%	851
2020 Q2	$0	Hold	2	–	–	﹤0.01%	906
2020 Q1	$0	Sell	2 -871	-100%	-$93.1K	﹤0.01%	904
2019 Q4	$91K	Hold	873	–	–	0.05%	221
2019 Q3	$96K	Hold	873	–	–	0.06%	209
2019 Q2	$101K	Hold	873	–	–	0.06%	196
2019 Q1	$102K	Hold	873	–	–	0.07%	190
2018 Q4	$82K	Hold	873	–	–	0.06%	199
2018 Q3	$92K	Hold	873	–	–	0.06%	203
2018 Q2	$94K	Hold	873	–	–	0.07%	200
2018 Q1	$108K	Buy	+873	New	+$109K	0.08%	188

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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