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Birchcreek Wealth Management’s J.M. Smucker SJM Stock Holding History

Birchcreek Wealth Management’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
-851
Closed -$98K – 253
2020
Q4 		$98K Buy
+851
New +$98.9K 0.1% 145

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Birchcreek Wealth Management's SJM Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 851 shares — an estimated $98K sold.

Birchcreek Wealth Management first reported a position in SJM in Q4 2020 and held it in 1 quarter. The position peaked at $98K in Q4 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 851 J.M. Smucker shares in Q1 2021, an estimated $98K.
  • Birchcreek Wealth Management first reported a position in J.M. Smucker in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's J.M. Smucker position peaked at $98K in Q4 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.