SI
SJM icon

SII Investments’s J.M. Smucker SJM Stock Holding History

SII Investments’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
-1,845
Closed -$242K – 626
2017
Q1 		$242K Sell
1,845
-4
-0.2% -$544 0.02% 525
2016
Q4 		$237K Buy
1,849
+14
+0.8% +$1.81K 0.02% 505
2016
Q3 		$250K Buy
1,835
+95
+5% +$13.9K 0.02% 489
2016
Q2 		$265K Buy
1,740
+66
+4% +$8.78K 0.02% 466
2016
Q1 		$218K Buy
+1,674
New +$211K 0.02% 508
2013
Q3 		– Sell
-2,551
Closed -$261K – 384
2013
Q2 		$261K Buy
+2,551
New +$260K 0.06% 303

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