City Holding Co’s J.M. Smucker SJM Stock Holding History

City Holding Co’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 Q3	–	Sell	-46	Closed	-$6.79K	–	525
2023 Q2	$6.79K	Buy	+46	New	+$7.02K	﹤0.01%	441
2021 Q1	–	Sell	-722	Closed	-$83K	–	554
2020 Q4	$83K	Hold	722	–	–	0.02%	241
2020 Q3	$83K	Hold	722	–	–	0.02%	214
2020 Q2	$76K	Hold	722	–	–	0.02%	214
2020 Q1	$80K	Hold	722	–	–	0.02%	200
2019 Q4	$75K	Hold	722	–	–	0.02%	221
2019 Q3	$79K	Hold	722	–	–	0.02%	218
2019 Q2	$83K	Hold	722	–	–	0.02%	210
2019 Q1	$84K	Hold	722	–	–	0.02%	201
2018 Q4	$67K	Hold	722	–	–	0.02%	211
2018 Q3	$74K	Hold	722	–	–	0.02%	220
2018 Q2	$78K	Hold	722	–	–	0.02%	212
2018 Q1	$90K	Hold	722	–	–	0.03%	197
2017 Q4	$90K	Hold	722	–	–	0.03%	199
2017 Q3	$76K	Hold	722	–	–	0.03%	207
2017 Q2	$85K	Hold	722	–	–	0.03%	196
2017 Q1	$95K	Hold	722	–	–	0.04%	189
2016 Q4	$92K	Hold	722	–	–	0.04%	186
2016 Q3	$98K	Hold	722	–	–	0.04%	182
2016 Q2	$110K	Buy	+722	New	+$96K	0.05%	177

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Massachusetts Financial Services

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