Tucker Asset Management’s J.M. Smucker SJM Stock Holding History

Tucker Asset 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
2024 Q3	–	Sell	-9	Closed	-$981	–	1651
2024 Q2	$981	Hold	9	–	–	﹤0.01%	1448
2024 Q1	$1.13K	Hold	9	–	–	﹤0.01%	1420
2023 Q4	$1.14K	Hold	9	–	–	﹤0.01%	1232
2023 Q3	$1.11K	Hold	9	–	–	﹤0.01%	1157
2023 Q2	$1.33K	Sell	9 -7	-44%	-$1.07K	﹤0.01%	924
2023 Q1	$2.52K	Buy	16 +7	+78%	+$1.06K	﹤0.01%	851
2022 Q4	$1.43K	Hold	9	–	–	﹤0.01%	603
2022 Q3	$1.36K	Hold	9	–	–	﹤0.01%	616
2022 Q2	$1.15K	Hold	9	–	–	﹤0.01%	516
2022 Q1	$1.22K	Hold	9	–	–	﹤0.01%	481
2021 Q4	$1.22K	Hold	9	–	–	﹤0.01%	392
2021 Q3	$1.11K	Hold	9	–	–	﹤0.01%	334
2021 Q2	$1.17K	Hold	9	–	–	﹤0.01%	306
2021 Q1	$1.14K	Hold	9	–	–	﹤0.01%	289
2020 Q4	$1.04K	Buy	+9	New	+$1.05K	﹤0.01%	308

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return