GAM
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Guinness Asset Management’s J.M. Smucker SJM Stock Holding History

Guinness Asset 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
2020
Q3 		– Sell
-119
Closed -$13K – 106
2020
Q2 		$13K Hold
119
– – ﹤0.01% 99
2020
Q1 		$13K Sell
119
-40
-25% -$4.28K ﹤0.01% 94
2019
Q4 		$17K Buy
159
+54
+51% +$5.72K ﹤0.01% 95
2019
Q3 		$12K Sell
105
-153
-59% -$17.1K ﹤0.01% 100
2019
Q2 		$30K Buy
258
+89
+53% +$10.9K ﹤0.01% 81
2019
Q1 		$19K Hold
169
– – ﹤0.01% 81
2018
Q4 		$16K Buy
169
+66
+64% +$6.89K ﹤0.01% 81
2018
Q3 		$11K Buy
103
+18
+21% +$1.97K ﹤0.01% 83
2018
Q2 		$9K Hold
85
– – ﹤0.01% 87
2018
Q1 		$11K Hold
85
– – ﹤0.01% 79
2017
Q4 		$11K Hold
85
– – ﹤0.01% 78
2017
Q3 		$9K Hold
85
– – ﹤0.01% 82
2017
Q2 		$10K Buy
85
+40
+89% +$5.05K ﹤0.01% 82
2017
Q1 		$6K Sell
45
-40
-47% -$5.44K ﹤0.01% 92
2016
Q4 		$11K Buy
+85
New +$11K ﹤0.01% 85

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