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

Aevitas 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
2019
Q2 		– Sell
-453
Closed -$52K – 296
2019
Q1 		$52K Hold
453
– – 0.05% 187
2018
Q4 		$42K Sell
453
-117
-21% -$12.2K 0.04% 195
2018
Q3 		$59K Buy
570
+1
+0.2% +$109 0.05% 182
2018
Q2 		$61K Sell
569
-19
-3% -$2.13K 0.06% 174
2018
Q1 		$73K Buy
588
+1
+0.2% +$125 0.07% 154
2017
Q4 		$73K Buy
+587
New +$65.2K 0.07% 160

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's SJM Position: Q2 2019 in Review

Aevitas Wealth Management sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 453 shares — an estimated $52K sold.

Aevitas Wealth Management first reported a position in SJM in Q4 2017 and held it in 6 quarters. The position peaked at $73K in Q1 2018. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Aevitas Wealth Management reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 453 J.M. Smucker shares in Q2 2019, an estimated $52K.
  • Aevitas Wealth Management first reported a position in J.M. Smucker in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's J.M. Smucker position peaked at $73K in Q1 2018.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.