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First Mercantile Trust’s J.M. Smucker SJM Stock Holding History

First Mercantile Trust’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
Q3 		$102K Sell
846
-79
-9% -$10K 0.01% 654
2021
Q2 		$120K Sell
925
-90
-9% -$12K 0.01% 629
2021
Q1 		$128K Sell
1,015
-96
-9% -$11.3K 0.01% 602
2020
Q4 		$128K Sell
1,111
-14
-1% -$1.63K 0.01% 612
2020
Q3 		$127K Sell
1,125
-25
-2% -$2.79K 0.02% 593
2020
Q2 		$122K Sell
1,150
-187
-14% -$21K 0.02% 582
2020
Q1 		$148K Buy
1,337
+138
+12% +$14.8K 0.02% 441
2019
Q4 		$125K Buy
1,199
+4
+0.3% +$423 0.01% 614
2019
Q3 		$131K Buy
1,195
+15
+1% +$1.67K 0.01% 612
2019
Q2 		$136K Buy
1,180
+760
+181% +$92.8K 0.01% 563
2019
Q1 		$49K Sell
420
-250
-37% -$26.1K 0.01% 781
2018
Q4 		$63K Buy
670
+220
+49% +$23K 0.02% 748
2018
Q3 		$46K Sell
450
-30
-6% -$3.28K 0.01% 807
2018
Q2 		$51K Buy
+480
New +$53.9K 0.01% 815
2014
Q4 		– Sell
-106
Closed -$10K – 1144
2014
Q3 		$10K Sell
106
-94
-47% -$9.64K ﹤0.01% 1097
2014
Q2 		$21K Hold
200
– – ﹤0.01% 1078
2014
Q1 		$19K Sell
200
-82
-29% -$7.97K ﹤0.01% 1190
2013
Q4 		$29K Hold
282
– – ﹤0.01% 1059
2013
Q3 		$30K Sell
282
-9
-3% -$975 ﹤0.01% 1055
2013
Q2 		$30K Buy
+291
New +$29.6K ﹤0.01% 1048

Other funds holding SJM

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return