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Dubuque Bank & Trust’s J.M. Smucker SJM Stock Holding History

Dubuque Bank & Trust’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
2019
Q2 		– Sell
-25
Closed -$3K – 532
2019
Q1 		$3K Hold
25
– – ﹤0.01% 625
2018
Q4 		$2K Hold
25
– – ﹤0.01% 612
2018
Q3 		$3K Sell
25
-4
-14% -$437 ﹤0.01% 560
2018
Q2 		$3K Hold
29
– – ﹤0.01% 588
2018
Q1 		$3K Buy
29
+4
+16% +$500 ﹤0.01% 616
2017
Q4 		$3K Hold
25
– – ﹤0.01% 618
2017
Q3 		$3K Hold
25
– – ﹤0.01% 597
2017
Q2 		$3K Hold
25
– – ﹤0.01% 576
2017
Q1 		$3K Buy
+25
New +$3.4K ﹤0.01% 597
2014
Q3 		– Sell
-82
Closed -$9K – 584
2014
Q2 		$9K Buy
+82
New +$8.23K ﹤0.01% 495

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LSV Asset Management
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Massachusetts Financial Services
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return