Checchi Capital Advisers’s J.M. Smucker SJM Stock Holding History

Checchi Capital Advisers’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
2023 Q4	–	Sell	-1,802	Closed	-$221K	–	568
2023 Q3	$221K	Sell	1,802 -448	-20%	-$63.6K	0.02%	471
2023 Q2	$332K	Buy	2,250 +52	+2%	+$7.93K	0.03%	394
2023 Q1	$346K	Buy	2,198 +99	+5%	+$15K	0.03%	372
2022 Q4	$333K	Hold	2,099	–	–	0.03%	365
2022 Q3	$288K	Buy	2,099 +56	+3%	+$7.63K	0.03%	401
2022 Q2	$270K	Buy	2,043 +552	+37%	+$73.6K	0.03%	455
2022 Q1	$202K	Buy	+1,491	New	+$203K	0.02%	519
2016 Q3	–	Sell	-1,544	Closed	-$235K	–	1066
2016 Q2	$235K	Sell	1,544 -121	-7%	-$16.1K	0.06%	301
2016 Q1	$216K	Buy	+1,665	New	+$210K	0.06%	315

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fidelity Investments

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