Evoke Wealth’s J.M. Smucker SJM Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-30	Closed	-$4K	–	1013
2022 Q3	$4K	Hold	30	–	–	﹤0.01%	939
2022 Q2	$4K	Hold	30	–	–	﹤0.01%	950
2022 Q1	$4K	Buy	30 +4	+15%	+$545	﹤0.01%	967
2021 Q4	$4K	Buy	26 +3	+13%	+$383	﹤0.01%	961
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	1027
2021 Q2	$3K	Sell	23 -3	-12%	-$398	﹤0.01%	1005
2021 Q1	$3K	Hold	26	–	–	﹤0.01%	971
2020 Q4	$3K	Hold	26	–	–	﹤0.01%	839
2020 Q3	$3K	Sell	26 -4	-13%	-$446	﹤0.01%	799
2020 Q2	$3K	Sell	30 -3	-9%	-$337	﹤0.01%	814
2020 Q1	$3.69K	Sell	33 -15	-31%	-$1.6K	﹤0.01%	678
2019 Q4	$5.02K	Buy	48 +3	+7%	+$318	﹤0.01%	909
2019 Q3	$4.96K	Buy	+45	New	+$5.01K	﹤0.01%	1003

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

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return