SFM
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Systematic Financial Management’s J.M. Smucker SJM Stock Holding History

Systematic Financial 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
2019
Q4 		– Sell
-212
Closed -$23K – 566
2019
Q3 		$23K Sell
212
-24,541
-99% -$2.74M ﹤0.01% 517
2019
Q2 		$2.85M Sell
24,753
-19,511
-44% -$2.38M 0.11% 165
2019
Q1 		$5.16M Buy
+44,264
New +$4.63M 0.18% 163
2016
Q2 		– Sell
-215,941
Closed -$28M – 636
2016
Q1 		$28M Buy
+215,941
New +$27.2M 0.35% 87
2013
Q3 		– Sell
-438,618
Closed -$45.2M – 696
2013
Q2 		$45.2M Buy
+438,618
New +$44.7M 0.39% 86

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return