ST
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Sageworth Trust’s J.M. Smucker SJM Stock Holding History

Sageworth Trust’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
2023
Q2 		– Sell
-102
Closed -$16.1K – 387
2023
Q1 		$16.1K Hold
102
– – ﹤0.01% 233
2022
Q4 		$16K Hold
102
– – ﹤0.01% 185
2022
Q3 		$14K Hold
102
– – ﹤0.01% 182
2022
Q2 		$13K Sell
102
-45
-31% -$6K ﹤0.01% 215
2022
Q1 		$20K Sell
147
-45
-23% -$6.13K ﹤0.01% 145
2021
Q4 		$26K Sell
192
-26
-12% -$3.32K ﹤0.01% 157
2021
Q3 		$26K Sell
218
-1,477
-87% -$188K ﹤0.01% 310
2021
Q2 		$220K Buy
1,695
+1,605
+1,783% +$213K 0.02% 111
2021
Q1 		$11K Hold
90
– – ﹤0.01% 247
2020
Q4 		$10K Hold
90
– – ﹤0.01% 178
2020
Q3 		$10K Buy
+90
New +$10K ﹤0.01% 143

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
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return