Ariel Fund SJM Holdings History

Number of Shares
887,706.00
Current Holdings Value*
$105.11 Mil
% of Portfolio
4.34%
Total Estimate Gain
$2.43 Mil
% of Total Estimate Gain
1.31%

Ariel Fund's JM Smucker Co Holding Summary

As of 2025-03-31, ARIEL INVESTMENT TRUST held 887,706.00 shares of JM Smucker Co(SJM), totaling $105.11 Mil. This investment constitutes 4.34% of their stock portfolio, and ARIEL INVESTMENT TRUST now holds 0.83% of the outstanding JM Smucker Co(SJM) stock.

The initial trade took place in 2019Q3. And since then Ariel Fund has made 5 purchases of SJM, at an average price of $115.16, for a total of 1.61 Mil shares. In addition, there have been 9 sales at an average price of $125.62 for 726,449.00 shares. Based on historical transaction data and SJM's current price of $109.34, Ariel Fund's estimated gain on his SJM holdings is $2.43 Mil, reflecting a 1.31% gain to date.

Ariel Fund SJM ($109.34) Holding Chart

Ariel Fund SJM ($109.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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