Lee Financial’s J.M. Smucker SJM Stock Holding History

Lee Financial’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	-86	Closed	-$10.9K	–	703
2023 Q4	$10.9K	Buy	86 +27	+46%	+$3.13K	﹤0.01%	410
2023 Q3	$7.25K	Hold	59	–	–	﹤0.01%	459
2023 Q2	$8.71K	Hold	59	–	–	﹤0.01%	429
2023 Q1	$9.29K	Sell	59 -45	-43%	-$6.83K	﹤0.01%	435
2022 Q4	$16.5K	Hold	104	–	–	﹤0.01%	384
2022 Q3	$14K	Buy	104 +45	+76%	+$6.13K	﹤0.01%	390
2022 Q2	$8K	Sell	59 -37	-39%	-$4.93K	﹤0.01%	491
2022 Q1	$13K	Hold	96	–	–	﹤0.01%	405
2021 Q4	$13K	Hold	96	–	–	﹤0.01%	448
2021 Q3	$12K	Hold	96	–	–	﹤0.01%	404
2021 Q2	$12K	Sell	96 -4	-4%	-$531	﹤0.01%	386
2021 Q1	$13K	Buy	+100	New	+$11.8K	﹤0.01%	365

Other funds holding SJM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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 $431B AUM 30.22% 1-Year Est. Return