SWM
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Selective Wealth Management’s J.M. Smucker SJM Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-102
Closed -$14K – 625
2022
Q3 		$14K Hold
102
– – 0.01% 477
2022
Q2 		$13K Hold
102
– – ﹤0.01% 531
2022
Q1 		$14K Hold
102
– – 0.01% 493
2021
Q4 		$14K Hold
102
– – 0.01% 457
2021
Q3 		$12K Hold
102
– – 0.01% 417
2021
Q2 		$13K Buy
102
+2
+2% +$266 0.01% 313
2021
Q1 		$13K Buy
+100
New +$11.8K 0.01% 230

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return