1 North Wealth Services’s J.M. Smucker SJM Stock Holding History

1 North Wealth Services’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 Q4	$26K	Hold	253	–	–	0.02%	133
2019 Q3	$28K	Buy	+253	New	+$28.2K	0.02%	96
2019 Q1	$29K	Hold	253	–	–	0.02%	85
2018 Q4	$24K	Buy	+253	New	+$26.4K	0.02%	97

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1 North Wealth Services's SJM Position: Q4 2019 in Review

1 North Wealth Services held its J.M. Smucker (SJM) position steady in Q4 2019 at 253 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #133.

1 North Wealth Services first reported a position in SJM in Q4 2018 and has held it in 4 quarters since. The position peaked at $29K in Q1 2019. 768 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

1 North Wealth Services held 253 shares of J.M. Smucker worth $26K as of Q4 2019.
1 North Wealth Services left its J.M. Smucker share count unchanged in Q4 2019.
J.M. Smucker made up 0.02% of 1 North Wealth Services's portfolio in Q4 2019, its #133 holding.
1 North Wealth Services first reported a position in J.M. Smucker in Q4 2018 and has held it in 4 quarters since.
1 North Wealth Services's J.M. Smucker position peaked at $29K in Q1 2019.
768 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.