Advisory Alpha’s J.M. Smucker SJM Stock Holding History

Advisory Alpha’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	-1,350	Closed	-$159K	–	555
2020 Q3	$159K	Buy	+1,350	New	+$150K	0.03%	107
2020 Q2	–	Sell	-1,350	Closed	-$158K	–	522
2020 Q1	$158K	Sell	1,350 -69	-5%	-$7.38K	0.04%	113
2019 Q4	$149K	Buy	1,419 +66	+5%	+$6.99K	0.04%	163
2019 Q3	$144K	Buy	+1,353	New	+$151K	0.04%	141
2019 Q2	–	Sell	-1,353	Closed	-$170K	–	553
2019 Q1	$170K	Buy	+1,353	New	+$141K	0.06%	123

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisory Alpha's SJM Position: Q4 2020 in Review

Advisory Alpha sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 1,350 shares — an estimated $159K sold.

Advisory Alpha first reported a position in SJM in Q1 2019 and held it in 5 quarters. The position peaked at $170K in Q1 2019. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

Advisory Alpha reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 1,350 J.M. Smucker shares in Q4 2020, an estimated $159K.
Advisory Alpha first reported a position in J.M. Smucker in Q1 2019 and held it in 5 quarters.
Advisory Alpha's J.M. Smucker position peaked at $170K in Q1 2019.
801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.