Sky Investment Group’s J.M. Smucker SJM Stock Holding History

Sky Investment Group’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
2020 Q3	–	Sell	-11,000	Closed	-$1.16M	–	113
2020 Q2	$1.16M	Sell	11,000 -150	-1%	-$16.9K	0.4%	64
2020 Q1	$1.24M	Sell	11,150 -819	-7%	-$87.5K	0.5%	58
2019 Q4	$1.25M	Buy	11,969 +120	+1%	+$12.7K	0.41%	60
2019 Q3	$1.3M	Buy	11,849 +669	+6%	+$74.6K	0.45%	58
2019 Q2	$1.29M	Buy	11,180 +204	+2%	+$24.9K	0.45%	57
2019 Q1	$1.28M	Buy	10,976 +550	+5%	+$57.5K	0.47%	56
2018 Q4	$975K	Sell	10,426 -1,610	-13%	-$168K	0.41%	57
2018 Q3	$1.24M	Buy	12,036 +35	+0.3%	+$3.82K	0.47%	56
2018 Q2	$1.29M	Sell	12,001 -95	-0.8%	-$10.7K	0.52%	54
2018 Q1	$1.5M	Buy	12,096 +65	+0.5%	+$8.12K	0.61%	51
2017 Q4	$1.5M	Sell	12,031 -234	-2%	-$26K	0.58%	52
2017 Q3	$1.29M	Buy	12,265 +2,905	+31%	+$332K	0.53%	55
2017 Q2	$1.11M	Buy	+9,360	New	+$1.18M	0.47%	57

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return