ARS Wealth Advisors’s J.M. Smucker SJM Stock Holding History

ARS Wealth 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 Q3	–	Sell	-3,360	Closed	-$387K	–	111
2019 Q2	$387K	Buy	3,360 +175	+5%	+$21.4K	0.12%	72
2019 Q1	$371K	Hold	3,185	–	–	0.12%	78
2018 Q4	$298K	Buy	3,185 +113	+4%	+$11.8K	0.11%	85
2018 Q3	$315K	Hold	3,072	–	–	0.11%	86
2018 Q2	$330K	Hold	3,072	–	–	0.12%	80
2018 Q1	$381K	Hold	3,072	–	–	0.14%	79
2017 Q4	$382K	Hold	3,072	–	–	0.14%	82
2017 Q3	$322K	Hold	3,072	–	–	0.13%	86
2017 Q2	$364K	Hold	3,072	–	–	0.15%	78
2017 Q1	$403K	Hold	3,072	–	–	0.17%	72
2016 Q4	$393K	Hold	3,072	–	–	0.18%	61
2016 Q3	$416K	Hold	3,072	–	–	0.18%	57
2016 Q2	$468K	Hold	3,072	–	–	0.2%	53
2016 Q1	$399K	Hold	3,072	–	–	0.19%	49
2015 Q4	$379K	Hold	3,072	–	–	0.2%	51
2015 Q3	$350K	Hold	3,072	–	–	0.18%	47
2015 Q2	$333K	Hold	3,072	–	–	0.15%	50
2015 Q1	$356K	Hold	3,072	–	–	0.15%	51
2014 Q4	$310K	Hold	3,072	–	–	0.13%	53
2014 Q3	$304K	Hold	3,072	–	–	0.14%	48
2014 Q2	$327K	Buy	+3,072	New	+$308K	0.16%	45

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

ARS Wealth Advisors's SJM Position: Q3 2019 in Review

ARS Wealth Advisors sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 3,360 shares — an estimated $387K sold.

ARS Wealth Advisors first reported a position in SJM in Q2 2014 and held it in 21 quarters. The position peaked at $468K in Q2 2016. 742 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

ARS Wealth Advisors reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
ARS Wealth Advisors sold 3,360 J.M. Smucker shares in Q3 2019, an estimated $387K.
ARS Wealth Advisors first reported a position in J.M. Smucker in Q2 2014 and held it in 21 quarters.
ARS Wealth Advisors's J.M. Smucker position peaked at $468K in Q2 2016.
742 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on ARS Wealth Advisors's 13F filing for Q3 2019, filed 11 Jun 2021.