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Compagnie Lombard Odier SCmA’s J.M. Smucker SJM Stock Holding History

Compagnie Lombard Odier SCmA’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
Q4 		– Sell
-370
Closed -$38K – 610
2018
Q3 		$38K Buy
+370
New +$40.4K ﹤0.01% 449
2017
Q3 		– Sell
-12,000
Closed -$1.42M – 719
2017
Q2 		$1.42M Buy
+12,000
New +$1.52M 0.05% 197
2015
Q2 		– Sell
-2,380
Closed -$275K – 921
2015
Q1 		$275K Hold
2,380
– – 0.01% 427
2014
Q4 		$240K Hold
2,380
– – 0.01% 380
2014
Q3 		$236K Sell
2,380
-16
-0.7% -$1.64K 0.01% 463
2014
Q2 		$255K Hold
2,396
– – 0.01% 475
2014
Q1 		$233K Hold
2,396
– – 0.01% 477
2013
Q4 		$248K Buy
+2,396
New +$254K 0.01% 477

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return