MPM
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Meritage Portfolio Management’s J.M. Smucker SJM Stock Holding History

Meritage Portfolio 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
2021
Q3 		– Sell
-16,933
Closed -$2.19M – 345
2021
Q2 		$2.19M Sell
16,933
-7,005
-29% -$930K 0.13% 173
2021
Q1 		$3.03M Sell
23,938
-2,075
-8% -$245K 0.2% 142
2020
Q4 		$3.01M Sell
26,013
-574
-2% -$66.7K 0.22% 130
2020
Q3 		$3.07M Buy
26,587
+5,372
+25% +$599K 0.27% 92
2020
Q2 		$2.25M Buy
+21,215
New +$2.38M 0.22% 137

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return