HB
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Homrich & Berg’s J.M. Smucker SJM Stock Holding History

Homrich & Berg’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
Q2 		– Sell
-2,225
Closed -$247K – 329
2020
Q1 		$247K Sell
2,225
-6,322
-74% -$676K 0.01% 254
2019
Q4 		$890K Sell
8,547
-1,348
-14% -$143K 0.04% 169
2019
Q3 		$1.09M Buy
9,895
+523
+6% +$58.3K 0.06% 144
2019
Q2 		$1.08M Buy
9,372
+766
+9% +$93.5K 0.06% 141
2019
Q1 		$1M Buy
8,606
+3,899
+83% +$408K 0.05% 135
2018
Q4 		$440K Sell
4,707
-2,152
-31% -$225K 0.03% 199
2018
Q3 		$704K Sell
6,859
-844
-11% -$92.2K 0.04% 163
2018
Q2 		$828K Buy
7,703
+2,452
+47% +$275K 0.06% 141
2018
Q1 		$651K Buy
5,251
+383
+8% +$47.8K 0.05% 186
2017
Q4 		$605K Buy
4,868
+133
+3% +$14.8K 0.04% 186
2017
Q3 		$497K Buy
4,735
+546
+13% +$62.4K 0.04% 190
2017
Q2 		$496K Buy
4,189
+917
+28% +$116K 0.04% 170
2017
Q1 		$429K Buy
3,272
+272
+9% +$37K 0.04% 187
2016
Q4 		$384K Buy
3,000
+474
+19% +$61.4K 0.03% 179
2016
Q3 		$342K Sell
2,526
-620
-20% -$91K 0.03% 192
2016
Q2 		$479K Buy
3,146
+256
+9% +$34K 0.05% 146
2016
Q1 		$375K Buy
2,890
+363
+14% +$45.8K 0.04% 167
2015
Q4 		$312K Buy
+2,527
New +$301K 0.03% 196

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return