AIS
SJM icon

Accurate Investment Solutions’s J.M. Smucker SJM Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-102
Closed -$11K – 319
2020
Q1 		$11K Sell
102
-15
-13% -$1.6K 0.01% 278
2019
Q4 		$12K Buy
117
+101
+631% +$10.7K 0.01% 271
2019
Q3 		$2K Hold
16
– – ﹤0.01% 328
2019
Q2 		$2K Hold
16
– – ﹤0.01% 351
2019
Q1 		$2K Hold
16
– – ﹤0.01% 324
2018
Q4 		$1K Hold
16
– – ﹤0.01% 318
2018
Q3 		$2K Hold
16
– – ﹤0.01% 330
2018
Q2 		$2K Hold
16
– – ﹤0.01% 422
2018
Q1 		$2K Hold
16
– – ﹤0.01% 411
2017
Q4 		$2K Hold
16
– – ﹤0.01% 405
2017
Q3 		$2K Sell
16
-50
-76% -$5.71K ﹤0.01% 412
2017
Q2 		$8K Hold
66
– – 0.01% 228
2017
Q1 		$9K Buy
66
+25
+61% +$3.4K 0.01% 208
2016
Q4 		$5K Buy
41
+25
+156% +$3.24K ﹤0.01% 229
2016
Q3 		$2K Hold
16
– – ﹤0.01% 264
2016
Q2 		$2K Hold
16
– – ﹤0.01% 259
2016
Q1 		$2K Buy
16
+1
+7% +$126 ﹤0.01% 341
2015
Q4 		$2K Buy
+15
New +$1.79K ﹤0.01% 274

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Accurate Investment Solutions's SJM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 102 shares — an estimated $11K sold.

Accurate Investment Solutions first reported a position in SJM in Q4 2015 and held it in 18 quarters. The position peaked at $12K in Q4 2019. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Accurate Investment Solutions reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 102 J.M. Smucker shares in Q2 2020, an estimated $11K.
  • Accurate Investment Solutions first reported a position in J.M. Smucker in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's J.M. Smucker position peaked at $12K in Q4 2019.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.