Column Capital Advisors’s J.M. Smucker SJM Stock Holding History

Column Capital Advisors’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	–	Hold	0	–	–	–	798
2023 Q2	–	Hold	0	–	–	–	811
2023 Q1	–	Hold	0	–	–	–	828
2022 Q4	–	Hold	0	–	–	–	835
2022 Q1	–	Sell	-111	Closed	-$15.1K	–	808
2021 Q4	$15K	Buy	111 +103	+1,288%	+$13.1K	﹤0.01%	462
2021 Q3	$1K	Sell	8 -4	-33%	-$509	﹤0.01%	699
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	641
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	629
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	671
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	659
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	788
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	667
2019 Q4	$1K	Buy	+12	New	+$1.27K	﹤0.01%	693

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 $1.02T AUM 30.18% 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