Indiana Trust & Investment Management’s J.M. Smucker SJM Stock Holding History

Indiana Trust & Investment 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
2024 Q1	–	Sell	-30	Closed	-$3.79K	–	486
2023 Q4	$3.79K	Hold	30	–	–	﹤0.01%	405
2023 Q3	$3.69K	Buy	+30	New	+$4.26K	﹤0.01%	398
2017 Q2	–	Sell	-1,589	Closed	-$208K	–	131
2017 Q1	$208K	Hold	1,589	–	–	0.1%	114
2016 Q4	$203K	Hold	1,589	–	–	0.11%	109
2016 Q3	$215K	Hold	1,589	–	–	0.11%	115
2016 Q2	$242K	Sell	1,589 -150	-9%	-$20K	0.12%	107
2016 Q1	$226K	Sell	1,739 -1,207	-41%	-$152K	0.12%	109
2015 Q4	$297K	Buy	+2,946	New	+$351K	0.15%	92
2015 Q2	–	Sell	-1,795	Closed	-$208K	–	129
2015 Q1	$208K	Sell	1,795 -1,151	-39%	-$126K	0.11%	112
2014 Q4	$297K	Sell	2,946 -710	-19%	-$71.9K	0.15%	92
2014 Q3	$362K	Sell	3,656 -30	-0.8%	-$3.08K	0.19%	87
2014 Q2	$393K	Sell	3,686 -275	-7%	-$27.6K	0.23%	84
2014 Q1	$385K	Hold	3,961	–	–	0.24%	79
2013 Q4	$410K	Sell	3,961 -115	-3%	-$12.2K	0.23%	78
2013 Q3	$428K	Sell	4,076 -145	-3%	-$15.7K	0.26%	73
2013 Q2	$435K	Buy	+4,221	New	+$430K	0.36%	70

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Indiana Trust & Investment Management's SJM Position: Q1 2024 in Review

Indiana Trust & Investment Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 30 shares — an estimated $3.79K sold.

Indiana Trust & Investment Management first reported a position in SJM in Q2 2013 and held it in 16 quarters. The position peaked at $435K in Q2 2013. 884 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

Indiana Trust & Investment Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
Indiana Trust & Investment Management sold 30 J.M. Smucker shares in Q1 2024, an estimated $3.79K.
Indiana Trust & Investment Management first reported a position in J.M. Smucker in Q2 2013 and held it in 16 quarters.
Indiana Trust & Investment Management's J.M. Smucker position peaked at $435K in Q2 2013.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2024, filed 16 Apr 2024.