TU
SJM icon

TDAM USA’s J.M. Smucker SJM Stock Holding History

TDAM USA’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
-1,903
Closed -$209K – 249
2019
Q3 		$209K Hold
1,903
– – 0.01% 240
2019
Q2 		$219K Sell
1,903
-80
-4% -$9.77K 0.02% 239
2019
Q1 		$231K Sell
1,983
-190
-9% -$19.9K 0.02% 235
2018
Q4 		$203K Sell
2,173
-183
-8% -$19.1K 0.01% 308
2018
Q3 		$265K Sell
2,356
-18
-0.8% -$1.97K 0.02% 299
2018
Q2 		$255K Sell
2,374
-1,156
-33% -$130K 0.02% 306
2018
Q1 		$438K Buy
3,530
+102
+3% +$12.7K 0.03% 259
2017
Q4 		$426K Buy
3,428
+6
+0.2% +$667 0.02% 263
2017
Q3 		$359K Buy
3,422
+115
+3% +$13.1K 0.02% 280
2017
Q2 		$390K Sell
3,307
-2,925
-47% -$370K 0.02% 282
2017
Q1 		$817K Sell
6,232
-30,509
-83% -$4.15M 0.04% 232
2016
Q4 		$4.71M Sell
36,741
-2,798
-7% -$363K 0.25% 103
2016
Q3 		$5.36M Sell
39,539
-297
-0.7% -$43.6K 0.27% 102
2016
Q2 		$6.07M Buy
+39,836
New +$5.3M 0.3% 99
2014
Q3 		– Sell
-2,473
Closed -$264K – 340
2014
Q2 		$264K Buy
2,473
+10
+0.4% +$1K 0.01% 286
2014
Q1 		$240K Sell
2,463
-25
-1% -$2.43K 0.01% 295
2013
Q4 		$258K Sell
2,488
-33
-1% -$3.5K 0.01% 284
2013
Q3 		$265K Sell
2,521
-432
-15% -$46.8K 0.01% 252
2013
Q2 		$305K Buy
+2,953
New +$301K 0.01% 228

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