Altus Wealth Group’s J.M. Smucker SJM Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-1	Closed	–	–	681
2020 Q4	$0	Buy	+1	New	+$116	﹤0.01%	848

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Altus Wealth Group's SJM Position: Q1 2021 in Review

Altus Wealth Group sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 1 share.

Altus Wealth Group first reported a position in SJM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

Altus Wealth Group reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 1 J.M. Smucker share in Q1 2021.
Altus Wealth Group first reported a position in J.M. Smucker in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's J.M. Smucker position peaked at $0 in Q4 2020.
831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.