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Adams Wealth Management’s J.M. Smucker SJM Stock Holding History

Adams Wealth Management’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
Q4 		– Sell
-100
Closed -$12K – 290
2020
Q3 		$12K Buy
+100
New +$11.1K 0.01% 174

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Adams Wealth Management's SJM Position: Q4 2020 in Review

Adams Wealth Management sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 100 shares — an estimated $12K sold.

Adams Wealth Management first reported a position in SJM in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Adams Wealth Management reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 100 J.M. Smucker shares in Q4 2020, an estimated $12K.
  • Adams Wealth Management first reported a position in J.M. Smucker in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's J.M. Smucker position peaked at $12K in Q3 2020.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.