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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