Bruderman Asset Management’s J.M. Smucker SJM Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-200	Closed	-$23K	–	482
2019 Q1	$23K	Hold	200	–	–	0.01%	357
2018 Q4	$19K	Buy	+200	New	+$20.9K	﹤0.01%	356
2018 Q3	–	Sell	-5,121	Closed	-$550K	–	367
2018 Q2	$550K	Sell	5,121 -2,778	-35%	-$312K	0.13%	91
2018 Q1	$980K	Sell	7,899 -1,823	-19%	-$228K	0.23%	68
2017 Q4	$1.21M	Buy	9,722 +715	+8%	+$79.4K	0.31%	58
2017 Q3	$945K	Buy	9,007 +1,182	+15%	+$135K	0.24%	70
2017 Q2	$926K	Buy	7,825 +4,227	+117%	+$534K	0.25%	68
2017 Q1	$472K	Buy	3,598 +85	+2%	+$11.6K	0.14%	83
2016 Q4	$450K	Buy	3,513 +1,580	+82%	+$205K	0.14%	86
2016 Q3	$262K	Buy	1,933 +109	+6%	+$16K	0.08%	104
2016 Q2	$278K	Buy	1,824 +1,668	+1,069%	+$222K	0.09%	105
2016 Q1	$20K	Hold	156	–	–	0.01%	269
2015 Q4	$19K	Sell	156 -747	-83%	-$89K	0.01%	288
2015 Q3	$103K	Sell	903 -11	-1%	-$1.23K	0.04%	146
2015 Q2	$99K	Sell	914 -2,898	-76%	-$335K	0.04%	155
2015 Q1	$441K	Buy	+3,812	New	+$418K	0.17%	74

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

LSV Asset Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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