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FCMC
Founders Capital Management (Connecticut)’s
J.M. Smucker
SJM
Stock Holding History
Founders Capital Management (Connecticut)’s Portfolio
SJM Stock Details
SJM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-6,289
Closed
-$929K
–
78
2023
Q2
$929K
Hold
6,289
–
–
0.21%
45
2023
Q1
$990K
Sell
6,289
-281
-4%
-$42.7K
0.25%
41
2022
Q4
$1.04M
Sell
6,570
-150
-2%
-$22.3K
0.28%
40
2022
Q3
$923K
Sell
6,720
-167
-2%
-$22.8K
0.26%
43
2022
Q2
$882K
Sell
6,887
-5
-0.1%
-$667
0.23%
46
2022
Q1
$933K
Buy
6,892
+19
+0.3%
+$2.59K
0.2%
44
2021
Q4
$933K
Sell
6,873
-10,763
-61%
-$1.37M
0.2%
41
2021
Q3
$2.12M
Sell
17,636
-125
-0.7%
-$15.9K
0.53%
34
2021
Q2
$2.3M
Sell
17,761
-114
-0.6%
-$15.1K
0.56%
35
2021
Q1
$2.26M
Sell
17,875
-424
-2%
-$50K
0.57%
35
2020
Q4
$2.12M
Sell
18,299
-152
-0.8%
-$17.7K
0.61%
35
2020
Q3
$2.13M
Sell
18,451
-217
-1%
-$24.2K
0.68%
31
2020
Q2
$1.98M
Sell
18,668
-1,203
-6%
-$135K
0.68%
32
2020
Q1
$2.21M
Sell
19,871
-6,269
-24%
-$670K
0.88%
29
2019
Q4
$2.72M
Sell
26,140
-96
-0.4%
-$10.2K
0.9%
24
2019
Q3
$2.83M
Buy
26,236
+232
+0.9%
+$25.9K
1%
22
2019
Q2
$3M
Sell
26,004
-1,000
-4%
-$122K
1.06%
22
2019
Q1
$3.15M
Buy
27,004
+22,302
+474%
+$2.33M
1.15%
21
2018
Q4
$440K
Hold
4,702
–
–
0.19%
35
2018
Q3
$479K
Buy
4,702
+2,346
+100%
+$256K
0.2%
38
2018
Q2
$253K
Buy
+2,356
New
+$265K
0.12%
47
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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