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

Washington Trust’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
2022
Q1 		– Sell
-17
Closed -$2K – 983
2021
Q4 		$2K Buy
+17
New +$2.17K ﹤0.01% 856
2021
Q3 		– Sell
-100
Closed -$13K – 1097
2021
Q2 		$13K Hold
100
– – ﹤0.01% 751
2021
Q1 		$13K Buy
+100
New +$11.8K ﹤0.01% 731
2020
Q2 		– Sell
-500
Closed -$56K – 983
2020
Q1 		$56K Buy
+500
New +$53.4K ﹤0.01% 378
2014
Q2 		– Sell
-4,804
Closed -$467K – 195
2014
Q1 		$467K Sell
4,804
-52,782
-92% -$5.13M 0.04% 139
2013
Q4 		$5.97M Buy
57,586
+540
+0.9% +$57.3K 0.45% 67
2013
Q3 		$5.99M Buy
57,046
+1,744
+3% +$189K 0.48% 65
2013
Q2 		$5.71M Buy
+55,302
New +$5.63M 0.48% 62

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return