PAM
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Princeton Alpha Management’s J.M. Smucker SJM Stock Holding History

Princeton Alpha 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
2017
Q2 		– Sell
-3,013
Closed -$395K – 324
2017
Q1 		$395K Sell
3,013
-3,986
-57% -$542K 0.13% 268
2016
Q4 		$896K Buy
6,999
+1,386
+25% +$180K 0.18% 169
2016
Q3 		$761K Buy
5,613
+233
+4% +$34.2K 0.14% 235
2016
Q2 		$820K Buy
+5,380
New +$716K 0.15% 218
2016
Q1 		– Sell
-5,438
Closed -$671K – 898
2015
Q4 		$671K Buy
+5,438
New +$648K 0.12% 265
2015
Q3 		– Sell
-3,949
Closed -$428K – 883
2015
Q2 		$428K Buy
+3,949
New +$457K 0.08% 347
2014
Q2 		– Sell
-3,392
Closed -$330K – 834
2014
Q1 		$330K Buy
+3,392
New +$330K 0.1% 321

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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