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Chemical Bank’s J.M. Smucker SJM Stock Holding History

Chemical Bank’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
2018
Q3 		– Sell
-1,876
Closed -$202K – 373
2018
Q2 		$202K Hold
1,876
– – 0.02% 354
2018
Q1 		$233K Hold
1,876
– – 0.03% 347
2017
Q4 		$233K Sell
1,876
-1,325
-41% -$147K 0.03% 339
2017
Q3 		$336K Hold
3,201
– – 0.04% 294
2017
Q2 		$379K Hold
3,201
– – 0.04% 289
2017
Q1 		$420K Sell
3,201
-75
-2% -$10.2K 0.05% 263
2016
Q4 		$420K Sell
3,276
-225
-6% -$29.2K 0.05% 258
2016
Q3 		$475K Sell
3,501
-4
-0.1% -$587 0.06% 215
2016
Q2 		$534K Hold
3,505
– – 0.07% 204
2016
Q1 		$455K Sell
3,505
-100
-3% -$12.6K 0.06% 219
2015
Q4 		$445K Sell
3,605
-100
-3% -$11.9K 0.06% 226
2015
Q3 		$423K Sell
3,705
-96
-3% -$10.7K 0.06% 226
2015
Q2 		$412K Sell
3,801
-187
-5% -$21.6K 0.05% 239
2015
Q1 		$462K Buy
3,988
+487
+14% +$53.4K 0.06% 233
2014
Q4 		$354K Buy
3,501
+96
+3% +$9.73K 0.05% 261
2014
Q3 		$337K Hold
3,405
– – 0.06% 236
2014
Q2 		$363K Hold
3,405
– – 0.06% 224
2014
Q1 		$331K Sell
3,405
-1,918
-36% -$186K 0.06% 236
2013
Q4 		$552K Sell
5,323
-16
-0.3% -$1.7K 0.1% 179
2013
Q3 		$561K Hold
5,339
– – 0.11% 176
2013
Q2 		$551K Buy
+5,339
New +$544K 0.11% 166

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return