Prudential plc’s J.M. Smucker SJM Stock Holding History

Prudential plc’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
2024 Q2	–	Sell	-17,196	Closed	-$2.16M	–	796
2024 Q1	$2.16M	Sell	17,196 -7,218	-30%	-$914K	0.02%	391
2023 Q4	$3.09M	Sell	24,414 -9,696	-28%	-$1.12M	0.03%	328
2023 Q3	$4.19M	Buy	34,110 +8,910	+35%	+$1.27M	0.05%	239
2023 Q2	$3.72M	Sell	25,200 -1,253	-5%	-$191K	0.04%	263
2023 Q1	$4.16M	Buy	26,453 +17,749	+204%	+$2.7M	0.05%	231
2022 Q4	$1.38M	Buy	8,704 +4,790	+122%	+$714K	0.02%	461
2022 Q3	$538K	Buy	3,914 +350	+10%	+$47.7K	0.01%	564
2022 Q2	$456K	Sell	3,564 -14,970	-81%	-$2M	0.01%	573
2022 Q1	$2.51M	Buy	18,534 +2,839	+18%	+$387K	0.04%	282
2021 Q4	$2.13M	Buy	15,695 +6,089	+63%	+$777K	0.03%	254
2021 Q3	$1.15M	Buy	+9,606	New	+$1.22M	0.02%	301
2019 Q3	–	Sell	-2,064	Closed	-$237K	–	802
2019 Q2	$237K	Buy	+2,064	New	+$252K	﹤0.01%	699
2018 Q4	–	Sell	-2,250	Closed	-$231K	–	731
2018 Q3	$231K	Buy	+2,250	New	+$246K	﹤0.01%	676
2017 Q4	–	Sell	-2,400	Closed	-$252K	–	740
2017 Q3	$252K	Buy	2,400 +700	+41%	+$80K	﹤0.01%	632
2017 Q2	$201K	Hold	1,700	–	–	﹤0.01%	673
2017 Q1	$223K	Buy	+1,700	New	+$231K	﹤0.01%	626

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return