HWP
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Hefty Wealth Partners’s J.M. Smucker SJM Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$63K Hold
511
– – 0.04% 129
2017
Q4 		$63K Hold
511
– – 0.04% 129
2017
Q3 		$54K Hold
511
– – 0.04% 133
2017
Q2 		$60K Hold
511
– – 0.04% 119
2017
Q1 		$66K Hold
511
– – 0.05% 112
2016
Q4 		$65K Hold
511
– – 0.05% 105
2016
Q3 		$69K Hold
511
– – 0.05% 109
2016
Q2 		$77K Hold
511
– – 0.06% 94
2016
Q1 		$66K Sell
511
-5,603
-92% -$706K 0.06% 97
2015
Q4 		$754K Buy
+6,114
New +$729K 0.72% 45

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State Street
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Massachusetts Financial Services
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return