DOA
SJM icon

D'Orazio & Associates’s J.M. Smucker SJM Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-237
Closed -$28K – 601
2021
Q3 		$28K Buy
237
+34
+17% +$4.32K 0.01% 309
2021
Q2 		$26K Buy
203
+1
+0.5% +$133 0.01% 230
2021
Q1 		$26K Buy
202
+1
+0.5% +$118 0.01% 213
2020
Q4 		$23K Buy
201
+1
+0.5% +$116 0.01% 208
2020
Q3 		$23K Sell
200
-6
-3% -$669 0.01% 191
2020
Q2 		$22K Buy
206
+9
+5% +$1.01K 0.01% 195
2020
Q1 		$22K Buy
197
+1
+0.5% +$107 0.01% 181
2019
Q4 		$20K Buy
196
+1
+0.5% +$106 0.01% 209
2019
Q3 		$21K Buy
195
+1
+0.5% +$111 0.01% 205
2019
Q2 		$22K Buy
194
+1
+0.5% +$122 0.01% 193
2019
Q1 		$23K Buy
193
+1
+0.5% +$105 0.01% 191
2018
Q4 		$18K Buy
192
+1
+0.5% +$104 0.01% 186
2018
Q3 		$20K Buy
191
+127
+198% +$13.9K 0.01% 180
2018
Q2 		$7K Hold
64
– – ﹤0.01% 220
2018
Q1 		$8K Hold
64
– – ﹤0.01% 215
2017
Q4 		$8K Buy
64
+62
+3,100% +$6.89K ﹤0.01% 238
2017
Q3 		$0 Sell
2
-62
-97% -$7.08K ﹤0.01% 326
2017
Q2 		$8K Buy
64
+62
+3,100% +$7.83K ﹤0.01% 244
2017
Q1 		$0 Buy
+2
New +$272 ﹤0.01% 295
2016
Q3 		– Sell
-2
Closed – – 302
2016
Q2 		$0 Buy
+2
New +$266 ﹤0.01% 321

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return