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Institutional & Family Asset Management’s J.M. Smucker SJM Stock Holding History

Institutional & Family 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
2024
Q2 		$1.31K Buy
+12
New +$1.36K ﹤0.01% 610
2017
Q4 		– Sell
-4,256
Closed -$447K – 182
2017
Q3 		$447K Hold
4,256
– – 0.09% 131
2017
Q2 		$504K Sell
4,256
-103
-2% -$13K 0.12% 93
2017
Q1 		$571K Sell
4,359
-21,064
-83% -$2.86M 0.18% 85
2016
Q4 		$3.26M Buy
25,423
+316
+1% +$41K 1.03% 57
2016
Q3 		$3.4M Buy
25,107
+1,190
+5% +$175K 1.13% 42
2016
Q2 		$3.65M Buy
23,917
+2,016
+9% +$268K 1.27% 15
2016
Q1 		$2.7M Sell
21,901
-52
-0.2% -$6.55K 1.01% 36
2015
Q4 		$2.71M Buy
+21,953
New +$2.62M 1.01% 35

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return