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Sunflower Bank’s J.M. Smucker SJM Stock Holding History

Sunflower Bank’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
Q3 		– Sell
-1,433
Closed -$212K – 113
2023
Q2 		$212K Hold
1,433
– – 0.05% 108
2023
Q1 		$226K Sell
1,433
-17
-1% -$2.58K 0.05% 105
2022
Q4 		$230K Buy
+1,450
New +$216K 0.05% 105
2022
Q2 		– Sell
-1,558
Closed -$211K – 193
2022
Q1 		$211K Hold
1,558
– – 0.03% 191
2021
Q4 		$212K Buy
+1,558
New +$199K 0.03% 196
2021
Q3 		– Sell
-1,683
Closed -$218K – 213
2021
Q2 		$218K Hold
1,683
– – 0.03% 201
2021
Q1 		$213K Buy
+1,683
New +$199K 0.03% 197

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State Street
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Geode Capital Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return