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Orrstown Financial Services’s J.M. Smucker SJM Stock Holding History

Orrstown Financial Services’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
-27
Closed -$3K – 232
2019
Q1 		$3K Hold
27
– – ﹤0.01% 211
2018
Q4 		$3K Sell
27
-5,679
-100% -$593K ﹤0.01% 200
2018
Q3 		$585K Buy
5,706
+237
+4% +$25.9K 0.77% 60
2018
Q2 		$588K Sell
5,469
-630
-10% -$70.7K 0.73% 62
2018
Q1 		$756K Buy
6,099
+241
+4% +$30.1K 0.89% 58
2017
Q4 		$728K Buy
5,858
+105
+2% +$11.7K 0.84% 59
2017
Q3 		$604K Sell
5,753
-110
-2% -$12.6K 0.67% 64
2017
Q2 		$694K Buy
+5,863
New +$741K 0.76% 64
2014
Q4 		– Sell
-23
Closed -$2K – 196
2014
Q3 		$2K Hold
23
– – ﹤0.01% 183
2014
Q2 		$2K Hold
23
– – ﹤0.01% 183
2014
Q1 		$2K Hold
23
– – ﹤0.01% 185
2013
Q4 		$2K Hold
23
– – ﹤0.01% 192
2013
Q3 		$2K Hold
23
– – ﹤0.01% 193
2013
Q2 		$2K Buy
+23
New +$2.34K ﹤0.01% 180

Other funds holding SJM

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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