WTB
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Washington Trust Bank’s J.M. Smucker SJM Stock Holding History

Washington Trust Bank’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
Q2 		– Sell
-738
Closed -$86K – 483
2019
Q1 		$86K Hold
738
– – 0.01% 282
2018
Q4 		$69K Sell
738
-500
-40% -$52.2K 0.01% 302
2018
Q3 		$127K Buy
1,238
+500
+68% +$54.6K 0.02% 257
2018
Q2 		$79K Buy
738
+72
+11% +$8.09K 0.01% 334
2018
Q1 		$83K Sell
666
-20
-3% -$2.5K 0.01% 331
2017
Q4 		$85K Buy
+686
New +$76.2K 0.01% 339
2017
Q3 		– Sell
-7
Closed -$1K – 712
2017
Q2 		$1K Buy
+7
New +$885 ﹤0.01% 630
2017
Q1 		– Sell
-98
Closed -$13K – 924
2016
Q4 		$13K Buy
98
+71
+263% +$9.2K ﹤0.01% 538
2016
Q3 		$4K Hold
27
– – ﹤0.01% 636
2016
Q2 		$4K Buy
27
+26
+2,600% +$3.46K ﹤0.01% 669
2016
Q1 		$0 Hold
1
– – ﹤0.01% 812
2015
Q4 		$0 Hold
1
– – ﹤0.01% 787
2015
Q3 		$0 Hold
1
– – ﹤0.01% 805
2015
Q2 		$0 Hold
1
– – ﹤0.01% 808
2015
Q1 		$0 Hold
1
– – ﹤0.01% 859
2014
Q4 		$0 Hold
1
– – ﹤0.01% 874
2014
Q3 		$0 Sell
1
-83
-99% -$8.52K ﹤0.01% 860
2014
Q2 		$9K Hold
84
– – ﹤0.01% 750
2014
Q1 		$8K Buy
+84
New +$8.16K ﹤0.01% 720

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return