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Evolution Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-19
Closed -$2K – 547
2021
Q3 		$2K Hold
19
– – ﹤0.01% 654
2021
Q2 		$2K Hold
19
– – ﹤0.01% 622
2021
Q1 		$2K Hold
19
– – ﹤0.01% 633
2020
Q4 		$2K Hold
19
– – ﹤0.01% 565
2020
Q3 		$2K Hold
19
– – ﹤0.01% 561
2020
Q2 		$2K Buy
+19
New +$2.13K ﹤0.01% 503
2020
Q1 		– Sell
-19
Closed -$2K – 599
2019
Q4 		$2K Hold
19
– – ﹤0.01% 598
2019
Q3 		$2K Hold
19
– – ﹤0.01% 437
2019
Q2 		$2K Buy
+19
New +$2.32K ﹤0.01% 441

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