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Ropes Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Ropes Wealth Advisors’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
2021
Q4 		– Sell
-2,654
Closed -$319K – 287
2021
Q3 		$319K Sell
2,654
-225
-8% -$28.6K 0.05% 220
2021
Q2 		$373K Buy
2,879
+115
+4% +$15.3K 0.06% 203
2021
Q1 		$378K Sell
2,764
-75
-3% -$8.85K 0.07% 186
2020
Q4 		$328K Sell
2,839
-780
-22% -$90.7K 0.05% 186
2020
Q3 		$418K Sell
3,619
-350
-9% -$39K 0.08% 153
2020
Q2 		$420K Buy
3,969
+90
+2% +$10.1K 0.09% 146
2020
Q1 		$431K Buy
3,879
+1,564
+68% +$167K 0.11% 129
2019
Q4 		$241K Buy
2,315
+90
+4% +$9.53K 0.05% 194
2019
Q3 		$245K Buy
2,225
+299
+16% +$33.3K 0.05% 200
2019
Q2 		$222K Buy
1,926
+85
+5% +$10.4K 0.05% 210
2019
Q1 		$214K Buy
1,841
+1,441
+360% +$151K 0.06% 210
2018
Q4 		$37K Sell
400
-200
-33% -$20.9K 0.01% 330
2018
Q3 		$62K Hold
600
– – 0.02% 319
2018
Q2 		$64K Hold
600
– – 0.02% 326
2018
Q1 		$74K Hold
600
– – 0.02% 295
2017
Q4 		$75K Hold
600
– – 0.02% 306
2017
Q3 		$63K Buy
600
+300
+100% +$34.3K 0.02% 306
2017
Q2 		$35K Sell
300
-300
-50% -$37.9K 0.01% 363
2017
Q1 		$79K Hold
600
– – 0.02% 283
2016
Q4 		$77K Buy
+600
New +$77.8K 0.02% 276

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return