Cypress Capital Group’s J.M. Smucker SJM Stock Holding History

Cypress Capital Group’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
2024 Q2	–	Sell	-1,895	Closed	-$239K	–	304
2024 Q1	$239K	Buy	1,895 +125	+7%	+$15.8K	0.03%	275
2023 Q4	$224K	Sell	1,770 -83	-4%	-$9.62K	0.03%	282
2023 Q3	$228K	Buy	+1,853	New	+$263K	0.03%	277
2023 Q1	–	Sell	-2,115	Closed	-$335K	–	312
2022 Q4	$335K	Buy	+2,115	New	+$315K	0.05%	244
2022 Q3	–	Sell	-2,069	Closed	-$265K	–	291
2022 Q2	$265K	Sell	2,069 -9	-0.4%	-$1.2K	0.04%	256
2022 Q1	$291K	Sell	2,078 -5,482	-73%	-$747K	0.04%	268
2021 Q4	$1.03M	Sell	7,560 -1,342	-15%	-$171K	0.13%	138
2021 Q3	$1.07M	Sell	8,902 -514	-5%	-$65.3K	0.15%	130
2021 Q2	$1.22M	Sell	9,416 -141	-1%	-$18.7K	0.17%	124
2021 Q1	$1.21M	Buy	9,557 +3,986	+72%	+$471K	0.17%	124
2020 Q4	$644K	Buy	5,571 +18	+0.3%	+$2.09K	0.1%	177
2020 Q3	$641K	Buy	5,553 +53	+1%	+$5.91K	0.11%	152
2020 Q2	$582K	Buy	+5,500	New	+$618K	0.11%	154
2017 Q4	–	Sell	-4,521	Closed	-$474K	–	209
2017 Q3	$474K	Buy	+4,521	New	+$516K	0.1%	152
2016 Q4	–	Sell	-5,888	Closed	-$798K	–	192
2016 Q3	$798K	Buy	5,888 +3,793	+181%	+$557K	0.19%	100
2016 Q2	$319K	Buy	+2,095	New	+$279K	0.07%	147

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

ProShare Advisors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return