British Steel Pension Fund’s J.M. Smucker SJM Stock Holding History

British Steel Pension Fund’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
2017 Q3	–	Sell	-11,457	Closed	-$1.36M	–	199
2017 Q2	$1.36M	Buy	11,457 +2,400	+26%	+$303K	0.15%	148
2017 Q1	$1.19M	Sell	9,057 -735	-8%	-$99.9K	0.13%	159
2016 Q4	$1.25M	Hold	9,792	–	–	0.16%	150
2016 Q3	$1.33M	Hold	9,792	–	–	0.17%	139
2016 Q2	$1.49M	Sell	9,792 -7,417	-43%	-$987K	0.21%	107
2016 Q1	$2.23M	Sell	17,209 -1,149	-6%	-$145K	0.22%	130
2015 Q4	$2.26M	Buy	+18,358	New	+$2.19M	0.23%	131
2015 Q2	–	Sell	-21,448	Closed	-$2.48M	–	206
2015 Q1	$2.48M	Hold	21,448	–	–	0.24%	131
2014 Q4	$2.17M	Hold	21,448	–	–	0.21%	144
2014 Q3	$2.12M	Sell	21,448 -1,411	-6%	-$145K	0.21%	145
2014 Q2	$2.44M	Buy	22,859 +7,500	+49%	+$753K	0.23%	141
2014 Q1	$1.49M	Sell	15,359 -1,070	-7%	-$104K	0.15%	178
2013 Q4	$1.7M	Sell	16,429 -1,060	-6%	-$112K	0.17%	173
2013 Q3	$1.84M	Sell	17,489 -1,108	-6%	-$120K	0.19%	160
2013 Q2	$1.92M	Buy	+18,597	New	+$1.89M	0.2%	155

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

Wells Fargo San Francisco, California $501B AUM 22.01% 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

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Geode Capital Management

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