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Bristlecone Advisors’s J.M. Smucker SJM Stock Holding History

Bristlecone Advisors’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
-2,019
Closed -$220K – 371
2024
Q2 		$220K Sell
2,019
-112
-5% -$12.7K 0.02% 262
2024
Q1 		$268K Sell
2,131
-1,040
-33% -$132K 0.02% 246
2023
Q4 		$401K Sell
3,171
-6,413
-67% -$743K 0.04% 197
2023
Q3 		$1.18M Buy
9,584
+1,340
+16% +$190K 0.13% 118
2023
Q2 		$1.22M Sell
8,244
-680
-8% -$104K 0.12% 120
2023
Q1 		$1.4M Sell
8,924
-1,750
-16% -$266K 0.15% 113
2022
Q4 		$1.69M Buy
10,674
+271
+3% +$40.4K 0.21% 99
2022
Q3 		$1.43M Buy
10,403
+1,155
+12% +$157K 0.19% 99
2022
Q2 		$1.18M Buy
9,248
+1,287
+16% +$172K 0.15% 110
2022
Q1 		$1.08M Buy
+7,961
New +$1.09M 0.13% 119

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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