Tempus Wealth Planning’s J.M. Smucker SJM Stock Holding History

Tempus Wealth Planning’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	-3,715	Closed	-$549K	–	188
2023 Q2	$549K	Sell	3,715 -637	-15%	-$97.2K	0.25%	101
2023 Q1	$685K	Sell	4,352 -851	-16%	-$129K	0.33%	76
2022 Q4	$824K	Buy	5,203 +296	+6%	+$44.1K	0.5%	60
2022 Q3	$674K	Buy	4,907 +219	+5%	+$29.8K	0.45%	64
2022 Q2	$600K	Sell	4,688 -42	-0.9%	-$5.6K	0.49%	57
2022 Q1	$640K	Sell	4,730 -281	-6%	-$38.3K	0.46%	57
2021 Q4	$681K	Buy	5,011 +57	+1%	+$7.27K	0.37%	76
2021 Q3	$595K	Buy	4,954 +455	+10%	+$57.8K	0.34%	79
2021 Q2	$583K	Buy	+4,499	New	+$597K	0.39%	75

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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