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

Omnia 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
-9
Closed -$1K – 452
2019
Q1 		$1K Hold
9
– – ﹤0.01% 562
2018
Q4 		$1K Sell
9
-28
-76% -$2.92K ﹤0.01% 532
2018
Q3 		$4K Hold
37
– – ﹤0.01% 339
2018
Q2 		$4K Hold
37
– – ﹤0.01% 331
2018
Q1 		$5K Hold
37
– – ﹤0.01% 317
2017
Q4 		$5K Buy
37
+28
+311% +$3.11K ﹤0.01% 338
2017
Q3 		$1K Sell
9
-19
-68% -$2.17K ﹤0.01% 593
2017
Q2 		$3K Sell
28
-82
-75% -$10.4K ﹤0.01% 534
2017
Q1 		$14K Buy
110
+59
+116% +$8.02K 0.01% 248
2016
Q4 		$7K Buy
+51
New +$6.61K ﹤0.01% 337

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Fidelity Investments
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Dimensional Fund Advisors
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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