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Excalibur Management’s J.M. Smucker SJM Stock Holding History

Excalibur Management’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
-1,915
Closed -$245K – 154
2022
Q2 		$245K Sell
1,915
-498
-21% -$66.4K 0.13% 128
2022
Q1 		$327K Sell
2,413
-25
-1% -$3.41K 0.14% 121
2021
Q4 		$331K Sell
2,438
-135
-5% -$17.2K 0.13% 128
2021
Q3 		$309K Hold
2,573
– – 0.14% 128
2021
Q2 		$333K Sell
2,573
-5
-0.2% -$664 0.15% 120
2021
Q1 		$326K Sell
2,578
-325
-11% -$38.4K 0.16% 118
2020
Q4 		$336K Sell
2,903
-600
-17% -$69.7K 0.18% 107
2020
Q3 		$405K Buy
+3,503
New +$390K 0.25% 83

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Geode Capital Management
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LSV Asset Management
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Citadel Advisors
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Massachusetts Financial Services
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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