Foster Dykema Cabot & Co’s J.M. Smucker SJM Stock Holding History

Foster Dykema Cabot & Co’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
2020 Q1	–	Sell	-5,803	Closed	-$604K	–	98
2019 Q4	$604K	Sell	5,803 -100	-2%	-$10.6K	0.08%	57
2019 Q3	$649K	Hold	5,903	–	–	0.1%	58
2019 Q2	$680K	Hold	5,903	–	–	0.1%	58
2019 Q1	$688K	Buy	5,903 +100	+2%	+$10.5K	0.11%	54
2018 Q4	$543K	Hold	5,803	–	–	0.1%	60
2018 Q3	$595K	Hold	5,803	–	–	0.1%	62
2018 Q2	$644K	Hold	5,803	–	–	0.11%	57
2018 Q1	$720K	Hold	5,803	–	–	0.12%	57
2017 Q4	$721K	Hold	5,803	–	–	0.12%	58
2017 Q3	$609K	Hold	5,803	–	–	0.11%	60
2017 Q2	$687K	Hold	5,803	–	–	0.12%	60
2017 Q1	$761K	Hold	5,803	–	–	0.14%	56
2016 Q4	$743K	Buy	+5,803	New	+$752K	0.14%	57

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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