CBT
SJM icon

Capital Bank & Trust’s J.M. Smucker SJM Stock Holding History

Capital Bank & 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
2020
Q2 		– Sell
-35
Closed -$4K – 591
2020
Q1 		$4K Buy
35
+5
+17% +$534 ﹤0.01% 604
2019
Q4 		$3K Hold
30
– – ﹤0.01% 653
2019
Q3 		$3K Hold
30
– – ﹤0.01% 685
2019
Q2 		$3K Hold
30
– – ﹤0.01% 624
2019
Q1 		$3K Hold
30
– – ﹤0.01% 638
2018
Q4 		$3K Hold
30
– – ﹤0.01% 656
2018
Q3 		$3K Hold
30
– – ﹤0.01% 752
2018
Q2 		$3K Sell
30
-108
-78% -$12.1K ﹤0.01% 631
2018
Q1 		$17K Sell
138
-5
-3% -$624 ﹤0.01% 479
2017
Q4 		$18K Buy
143
+5
+4% +$556 ﹤0.01% 509
2017
Q3 		$14K Hold
138
– – ﹤0.01% 483
2017
Q2 		$16K Buy
+138
New +$17.4K ﹤0.01% 433

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return