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Eudaimonia Partners’s J.M. Smucker SJM Stock Holding History

Eudaimonia Partners’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
2023
Q2 		– Sell
-2,139
Closed -$337K – 369
2023
Q1 		$337K Buy
+2,139
New +$325K 0.08% 239
2022
Q3 		– Sell
-1,789
Closed -$229K – 402
2022
Q2 		$229K Hold
1,789
– – 0.04% 343
2022
Q1 		$242K Buy
+1,789
New +$244K 0.04% 350
2021
Q3 		$215K Hold
1,789
– – 0.04% 359
2021
Q2 		$232K Buy
1,789
+306
+21% +$40.6K 0.04% 343
2021
Q1 		$188K Sell
1,483
-1
-0.1% -$118 0.04% 343
2020
Q4 		$172K Buy
1,484
+16
+1% +$1.86K 0.04% 335
2020
Q3 		$170K Buy
1,468
+882
+151% +$98.3K 0.04% 308
2020
Q2 		$62K Hold
586
– – 0.02% 452
2020
Q1 		$65K Hold
586
– – 0.03% 412
2019
Q4 		$61K Buy
+586
New +$62K 0.02% 450

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Geode Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return