NERM
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New England Research & Management’s J.M. Smucker SJM Stock Holding History

New England Research & 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
2023
Q4 		– Sell
-3,650
Closed -$449K – 164
2023
Q3 		$449K Sell
3,650
-100
-3% -$14.2K 0.26% 111
2023
Q2 		$554K Buy
+3,750
New +$572K 0.32% 84
2022
Q3 		– Sell
-6,125
Closed -$784K – 184
2022
Q2 		$784K Buy
+6,125
New +$817K 0.46% 81
2021
Q1 		– Sell
-4,908
Closed -$567K – 188
2020
Q4 		$567K Sell
4,908
-150
-3% -$17.4K 0.35% 94
2020
Q3 		$584K Buy
+5,058
New +$564K 0.42% 82

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ProShare Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return