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Alera Investment Advisors’s J.M. Smucker SJM Stock Holding History

Alera Investment Advisors’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
-300
Closed -$35K – 841
2019
Q1 		$35K Buy
+300
New +$31.4K 0.02% 211

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

Alera Investment Advisors's SJM Position: Q2 2019 in Review

Alera Investment Advisors sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 300 shares — an estimated $35K sold.

Alera Investment Advisors first reported a position in SJM in Q1 2019 and held it in 1 quarter. The position peaked at $35K in Q1 2019. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Alera Investment Advisors reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 300 J.M. Smucker shares in Q2 2019, an estimated $35K.
  • Alera Investment Advisors first reported a position in J.M. Smucker in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's J.M. Smucker position peaked at $35K in Q1 2019.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.