VIA
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Virtus Investment Advisers’s J.M. Smucker SJM Stock Holding History

Virtus Investment Advisers’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
2018
Q1 		– Sell
-902
Closed -$112K – 371
2017
Q4 		$112K Sell
902
-156
-15% -$17.3K 0.01% 463
2017
Q3 		$111K Sell
1,058
-4,286
-80% -$490K 0.01% 466
2017
Q2 		$632K Sell
5,344
-226
-4% -$28.6K 0.06% 290
2017
Q1 		$730K Buy
5,570
+671
+14% +$91.2K 0.06% 283
2016
Q4 		$627K Sell
4,899
-7,210
-60% -$934K 0.05% 335
2016
Q3 		$1.64M Buy
+12,109
New +$1.78M 0.1% 241

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return