MWNA
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Marshall Wace North America’s J.M. Smucker SJM Stock Holding History

Marshall Wace North America’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
2021
Q2 		– Sell
-3,079
Closed -$390K – 1742
2021
Q1 		$390K Buy
+3,079
New +$363K ﹤0.01% 1259
2020
Q2 		– Sell
-7,325
Closed -$813K – 1451
2020
Q1 		$813K Sell
7,325
-46,002
-86% -$4.92M 0.01% 650
2019
Q4 		$5.55M Buy
53,327
+53,159
+31,642% +$5.63M 0.03% 376
2019
Q3 		$18K Sell
168
-1,641
-91% -$183K ﹤0.01% 1235
2019
Q2 		$209K Sell
1,809
-6,806
-79% -$831K ﹤0.01% 1034
2019
Q1 		$1M Buy
+8,615
New +$900K 0.01% 666
2017
Q3 		– Sell
-75,034
Closed -$8.85M – 1475
2017
Q2 		$8.85M Buy
+75,034
New +$9.48M 0.06% 352

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return