MFW
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Mosaic Family Wealth’s J.M. Smucker SJM Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-280
Closed -$33K – 534
2019
Q1 		$33K Sell
280
-11
-4% -$1.15K 0.01% 364
2018
Q4 		$27K Hold
291
– – 0.01% 387
2018
Q3 		$33K Hold
291
– – 0.01% 367
2018
Q2 		$31K Hold
291
– – 0.01% 377
2018
Q1 		$36K Hold
291
– – 0.01% 352
2017
Q4 		$36K Sell
291
-34
-10% -$3.78K 0.01% 371
2017
Q3 		$34K Hold
325
– – 0.01% 393
2017
Q2 		$38K Hold
325
– – 0.02% 357
2017
Q1 		$43K Hold
325
– – 0.02% 344
2016
Q4 		$42K Sell
325
-63
-16% -$8.16K 0.02% 345
2016
Q3 		$53K Sell
388
-363
-48% -$53.3K 0.02% 320
2016
Q2 		$115K Buy
751
+20
+3% +$2.66K 0.06% 229
2016
Q1 		$94K Buy
731
+400
+121% +$50.4K 0.05% 254
2015
Q4 		$40K Buy
+331
New +$39.5K 0.02% 351

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return