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Patten Group’s J.M. Smucker SJM Stock Holding History

Patten Group’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
2018
Q4 		– Sell
-8
Closed -$1K – 671
2018
Q3 		$1K Hold
8
– – ﹤0.01% 672
2018
Q2 		$1K Hold
8
– – ﹤0.01% 654
2018
Q1 		$1K Hold
8
– – ﹤0.01% 569
2017
Q4 		$1K Hold
8
– – ﹤0.01% 606
2017
Q3 		$1K Hold
8
– – ﹤0.01% 624
2017
Q2 		$1K Sell
8
-26
-76% -$3.29K ﹤0.01% 629
2017
Q1 		$4K Buy
34
+26
+325% +$3.53K ﹤0.01% 542
2016
Q4 		$1K Hold
8
– – ﹤0.01% 601
2016
Q3 		$1.06K Hold
8
– – ﹤0.01% 613
2016
Q2 		$1.22K Hold
8
– – ﹤0.01% 614
2016
Q1 		$1.04K Hold
8
– – ﹤0.01% 643
2015
Q4 		$986 Hold
8
– – ﹤0.01% 669
2015
Q3 		$912 Hold
8
– – ﹤0.01% 579
2015
Q2 		$867 Buy
+8
New +$926 ﹤0.01% 583

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return