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NuWave Investment Management’s J.M. Smucker SJM Stock Holding History

NuWave Investment 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
2022
Q1 		– Sell
-1,065
Closed -$145K – 371
2021
Q4 		$145K Buy
1,065
+718
+207% +$91.6K 0.16% 173
2021
Q3 		$42K Sell
347
-978
-74% -$124K 0.05% 246
2021
Q2 		$172K Buy
+1,325
New +$176K 0.19% 166
2021
Q1 		– Sell
-24
Closed -$3K – 406
2020
Q4 		$3K Sell
24
-8
-25% -$930 ﹤0.01% 319
2020
Q3 		$4K Sell
32
-460
-93% -$51.3K 0.01% 390
2020
Q2 		$55K Buy
+492
New +$55.3K 0.07% 187
2020
Q1 		– Sell
-3,309
Closed -$345K – 378
2019
Q4 		$345K Buy
3,309
+3,121
+1,660% +$330K 0.34% 113
2019
Q3 		$20K Sell
188
-1,286
-87% -$143K 0.02% 322
2019
Q2 		$170K Buy
+1,474
New +$180K 0.18% 148
2019
Q1 		– Sell
-105
Closed -$10K – 424
2018
Q4 		$10K Buy
+105
New +$11K 0.02% 264
2018
Q3 		– Sell
-10
Closed -$1K – 426
2018
Q2 		$1K Buy
+10
New +$1.12K ﹤0.01% 357

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
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return