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Boston Financial Management’s J.M. Smucker SJM Stock Holding History

Boston Financial 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
2020
Q2 		– Sell
-908
Closed -$101K – 283
2020
Q1 		$101K Buy
+908
New +$97.1K 0.01% 263
2018
Q2 		– Sell
-1,915
Closed -$237K – 271
2018
Q1 		$237K Sell
1,915
-230
-11% -$28.7K 0.02% 240
2017
Q4 		$266K Sell
2,145
-837
-28% -$93K 0.02% 237
2017
Q3 		$313K Sell
2,982
-45,310
-94% -$5.18M 0.02% 220
2017
Q2 		$5.71M Buy
48,292
+303
+0.6% +$38.3K 0.41% 87
2017
Q1 		$6.29M Buy
47,989
+1,806
+4% +$245K 0.47% 78
2016
Q4 		$5.91M Buy
46,183
+1,330
+3% +$172K 0.47% 78
2016
Q3 		$6.08M Buy
44,853
+3,885
+9% +$570K 0.5% 80
2016
Q2 		$6.24M Buy
+40,968
New +$5.45M 0.51% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Boston Financial Management's SJM Position: Q2 2020 in Review

Boston Financial Management sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 908 shares — an estimated $101K sold.

Boston Financial Management first reported a position in SJM in Q2 2016 and held it in 9 quarters. The position peaked at $6.29M in Q1 2017. 756 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Boston Financial Management reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Boston Financial Management sold 908 J.M. Smucker shares in Q2 2020, an estimated $101K.
  • Boston Financial Management first reported a position in J.M. Smucker in Q2 2016 and held it in 9 quarters.
  • Boston Financial Management's J.M. Smucker position peaked at $6.29M in Q1 2017.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Boston Financial Management's 13F filing for Q2 2020, filed 10 Aug 2020.