Brand Asset Management Group’s J.M. Smucker SJM Stock Holding History

Brand Asset Management Group’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 Q1	–	Sell	-100	Closed	-$10K	–	309
2019 Q4	$10K	Hold	100	–	–	0.01%	233
2019 Q3	$11K	Hold	100	–	–	0.01%	222
2019 Q2	$12K	Hold	100	–	–	0.01%	228
2019 Q1	$12K	Hold	100	–	–	0.01%	205
2018 Q4	$9K	Hold	100	–	–	0.01%	183
2018 Q3	$10K	Hold	100	–	–	0.01%	214
2018 Q2	$11K	Buy	+100	New	+$11.2K	0.01%	202

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brand Asset Management Group's SJM Position: Q1 2020 in Review

Brand Asset Management Group sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 100 shares — an estimated $10K sold.

Brand Asset Management Group first reported a position in SJM in Q2 2018 and held it in 7 quarters. The position peaked at $12K in Q2 2019. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

Brand Asset Management Group reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
Brand Asset Management Group sold 100 J.M. Smucker shares in Q1 2020, an estimated $10K.
Brand Asset Management Group first reported a position in J.M. Smucker in Q2 2018 and held it in 7 quarters.
Brand Asset Management Group's J.M. Smucker position peaked at $12K in Q2 2019.
757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Brand Asset Management Group's 13F filing for Q1 2020, filed 23 Apr 2020.