Newton One Investments’s J.M. Smucker SJM Stock Holding History

Newton One Investments’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	-490	Closed	-$60.2K	–	122
2023 Q3	$60.2K	Buy	490 +4	+0.8%	+$568	0.04%	63
2023 Q2	$71.8K	Buy	486 +3	+0.6%	+$458	0.04%	62
2023 Q1	$76K	Hold	483	–	–	0.05%	61
2022 Q4	$76.5K	Hold	483	–	–	0.05%	60
2022 Q3	$66K	Hold	483	–	–	0.05%	60
2022 Q2	$62K	Hold	483	–	–	0.05%	60
2022 Q1	$65K	Hold	483	–	–	0.05%	62
2021 Q4	$66K	Buy	483 +4	+0.8%	+$510	0.05%	63
2021 Q3	$57K	Buy	479 +4	+0.8%	+$509	0.04%	65
2021 Q2	$62K	Buy	475 +3	+0.6%	+$398	0.05%	62
2021 Q1	$60K	Buy	472 +4	+0.9%	+$472	0.05%	46
2020 Q4	$54K	Buy	+468	New	+$54.4K	0.05%	44

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fidelity Investments

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