OI
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Oakbrook Investments’s J.M. Smucker SJM Stock Holding History

Oakbrook 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
2017
Q4 		– Sell
-9,750
Closed -$1.02M – 614
2017
Q3 		$1.02M Sell
9,750
-350
-3% -$40K 0.07% 229
2017
Q2 		$1.2M Buy
10,100
+8,450
+512% +$1.07M 0.08% 185
2017
Q1 		$216K Sell
1,650
-9,550
-85% -$1.3M 0.01% 498
2016
Q4 		$1.43M Buy
11,200
+4,800
+75% +$622K 0.09% 176
2016
Q3 		$867K Sell
6,400
-1,000
-14% -$147K 0.05% 270
2016
Q2 		$1.13M Sell
7,400
-5,750
-44% -$765K 0.06% 244
2016
Q1 		$1.71M Buy
13,150
+6,350
+93% +$800K 0.11% 155
2015
Q4 		$839K Sell
6,800
-875
-11% -$104K 0.05% 277
2015
Q3 		$876K Buy
+7,675
New +$856K 0.06% 282
2014
Q4 		– Sell
-8,375
Closed -$829K – 586
2014
Q3 		$829K Sell
8,375
-9,000
-52% -$923K 0.04% 292
2014
Q2 		$1.85M Buy
17,375
+75
+0.4% +$7.53K 0.06% 292
2014
Q1 		$1.68M Sell
17,300
-3,360
-16% -$327K 0.05% 302
2013
Q4 		$2.14M Buy
20,660
+18,585
+896% +$1.97M 0.06% 283
2013
Q3 		$218K Sell
2,075
-150
-7% -$16.2K 0.01% 558
2013
Q2 		$230K Buy
+2,225
New +$227K 0.01% 598

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return