BIT
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BlackRock Institutional Trust’s J.M. Smucker SJM Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$403M Buy
3,149,016
+20,482
+0.7% +$2.65M 0.06% 316
2016
Q3 		$424M Sell
3,128,534
-56,308
-2% -$8.26M 0.07% 294
2016
Q2 		$485M Buy
3,184,842
+29,033
+0.9% +$3.86M 0.08% 260
2016
Q1 		$410M Sell
3,155,809
-8,880
-0.3% -$1.12M 0.07% 285
2015
Q4 		$390M Buy
3,164,689
+288,242
+10% +$34.4M 0.06% 302
2015
Q3 		$328M Buy
2,876,447
+129,612
+5% +$14.5M 0.06% 331
2015
Q2 		$298M Sell
2,746,835
-68,010
-2% -$7.87M 0.05% 391
2015
Q1 		$326M Buy
2,814,845
+20,125
+0.7% +$2.21M 0.05% 378
2014
Q4 		$282M Buy
2,794,720
+9,549
+0.3% +$967K 0.05% 403
2014
Q3 		$276M Sell
2,785,171
-16,407
-0.6% -$1.68M 0.05% 390
2014
Q2 		$299M Sell
2,801,578
-89,859
-3% -$9.02M 0.05% 376
2014
Q1 		$281M Buy
2,891,437
+17,561
+0.6% +$1.71M 0.05% 384
2013
Q4 		$298M Sell
2,873,876
-70,689
-2% -$7.5M 0.05% 352
2013
Q3 		$309M Sell
2,944,565
-82,861
-3% -$8.97M 0.06% 321
2013
Q2 		$312M Buy
+3,027,426
New +$308M 0.06% 311

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return