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Brinker Capital Investments’s J.M. Smucker SJM Stock Holding History

Brinker Capital Investments’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
-629
Closed -$65K – 685
2019
Q4 		$65K Buy
+629
New +$66.6K ﹤0.01% 397
2019
Q3 		– Sell
-1,229
Closed -$142K – 923
2019
Q2 		$142K Buy
1,229
+1,155
+1,561% +$141K ﹤0.01% 430
2019
Q1 		$9K Buy
+74
New +$7.73K ﹤0.01% 662
2017
Q4 		– Sell
-26
Closed -$3K – 590
2017
Q3 		$3K Sell
26
-1,856
-99% -$212K ﹤0.01% 531
2017
Q2 		$223K Sell
1,882
-93
-5% -$11.8K 0.01% 275
2017
Q1 		$259K Buy
1,975
+1,868
+1,746% +$254K 0.01% 259
2016
Q4 		$14K Buy
107
+105
+5,250% +$13.6K ﹤0.01% 372
2016
Q3 		$0 Buy
+2
New +$294 ﹤0.01% 611
2016
Q1 		– Sell
-3
Closed – – 650
2015
Q4 		$0 Buy
+3
New +$358 ﹤0.01% 712
2015
Q1 		– Sell
-1,714
Closed -$173K – 466
2014
Q4 		$173K Buy
1,714
+103
+6% +$10.4K 0.01% 271
2014
Q3 		$159K Buy
+1,611
New +$165K 0.01% 253

Other funds holding SJM

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return