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Dumont & Blake Investment Advisors’s J.M. Smucker SJM Stock Holding History

Dumont & Blake Investment 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
2022
Q3 		– Sell
-2,635
Closed -$337K – 196
2022
Q2 		$337K Sell
2,635
-15
-0.6% -$2K 0.11% 157
2022
Q1 		$359K Sell
2,650
-25
-0.9% -$3.41K 0.1% 169
2021
Q4 		$363K Buy
2,675
+48
+2% +$6.12K 0.09% 155
2021
Q3 		$315K Buy
2,627
+387
+17% +$49.2K 0.09% 159
2021
Q2 		$290K Buy
2,240
+110
+5% +$14.6K 0.08% 169
2021
Q1 		$270K Buy
2,130
+41
+2% +$4.84K 0.08% 169
2020
Q4 		$241K Buy
2,089
+68
+3% +$7.9K 0.08% 171
2020
Q3 		$233K Buy
+2,021
New +$225K 0.09% 159

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Dimensional Fund Advisors
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return