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

BDO 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
2021
Q1 		– Sell
-54
Closed -$6K – 1260
2020
Q4 		$6K Hold
54
– – ﹤0.01% 620
2020
Q3 		$6K Buy
54
+1
+2% +$111 ﹤0.01% 541
2020
Q2 		$6K Buy
53
+5
+10% +$562 ﹤0.01% 548
2020
Q1 		$5K Buy
48
+1
+2% +$107 ﹤0.01% 604
2019
Q4 		$5K Sell
47
-272
-85% -$28.8K ﹤0.01% 496
2019
Q3 		$35K Hold
319
– – 0.01% 356
2019
Q2 		$37K Hold
319
– – 0.01% 339
2019
Q1 		$37K Hold
319
– – 0.01% 316
2018
Q4 		$30K Hold
319
– – 0.01% 303
2018
Q3 		$33K Buy
319
+201
+170% +$22K 0.01% 341
2018
Q2 		$13K Buy
118
+1
+0.9% +$112 ﹤0.01% 435
2018
Q1 		$15K Buy
+117
New +$14.6K 0.01% 355
2017
Q3 		– Sell
-69
Closed -$8K – 532
2017
Q2 		$8K Buy
+69
New +$8.72K ﹤0.01% 402

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Stifel Financial
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return