U.S. Sustainability Targeted Value Portfolio SJM Holdings History
U.S. Sustainability Targeted Value Portfolio's JM Smucker Co Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 27,536.00 shares of JM Smucker Co(SJM), totaling $3.20 Mil. This investment constitutes 0.76% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.03% of the outstanding JM Smucker Co(SJM) stock.
The initial trade took place in 2021Q4. And since then U.S. Sustainability Targeted Value Portfolio has made 6 purchases of SJM, at an average price of $117.32, for a total of 37,385.00 shares. In addition, there have been 2 sales at an average price of $134.85 for 9,849.00 shares. Based on historical transaction data and SJM's current price of $106.16, U.S. Sustainability Targeted Value Portfolio's estimated gain on his SJM holdings is $-134,633.41, reflecting a -3.07% gain to date.
U.S. Sustainability Targeted Value Portfolio SJM ($106.16) Holding Chart
U.S. Sustainability Targeted Value Portfolio SJM ($106.16) 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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