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Avestar Capital’s J.M. Smucker SJM Stock Holding History

Avestar Capital’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
-448
Closed -$49K – 720
2019
Q2 		$49K Sell
448
-1,625
-78% -$198K 0.03% 292
2019
Q1 		$221K Buy
2,073
+105
+5% +$11K 0.15% 91
2018
Q4 		$165K Sell
1,968
-428
-18% -$44.7K 0.11% 112
2018
Q3 		$228K Buy
2,396
+389
+19% +$42.5K 0.13% 102
2018
Q2 		$199K Buy
2,007
+56
+3% +$6.29K 0.13% 104
2018
Q1 		$226K Buy
1,951
+215
+12% +$26.9K 0.15% 82
2017
Q4 		$200K Buy
+1,736
New +$193K 0.15% 76

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Avestar Capital's SJM Position: Q3 2019 in Review

Avestar Capital sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 448 shares — an estimated $49K sold.

Avestar Capital first reported a position in SJM in Q4 2017 and held it in 7 quarters. The position peaked at $228K in Q3 2018. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Avestar Capital reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 448 J.M. Smucker shares in Q3 2019, an estimated $49K.
  • Avestar Capital first reported a position in J.M. Smucker in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's J.M. Smucker position peaked at $228K in Q3 2018.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.