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

Burt 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	-300	Closed	-$35K	–	309
2020 Q4	$35K	Hold	300	–	–	0.01%	205
2020 Q3	$35K	Hold	300	–	–	0.01%	200
2020 Q2	$32K	Hold	300	–	–	0.01%	202
2020 Q1	$33K	Hold	300	–	–	0.01%	193
2019 Q4	$31K	Hold	300	–	–	0.01%	206
2019 Q3	$33K	Hold	300	–	–	0.01%	200
2019 Q2	$35K	Sell	300 -129	-30%	-$15.8K	0.02%	194
2019 Q1	$50K	Hold	429	–	–	0.02%	175
2018 Q4	$40K	Hold	429	–	–	0.02%	187
2018 Q3	$44K	Hold	429	–	–	0.02%	190
2018 Q2	$46K	Sell	429 -11	-3%	-$1.24K	0.02%	183
2018 Q1	$55K	Hold	440	–	–	0.03%	169
2017 Q4	$55K	Buy	440 +32	+8%	+$3.56K	0.03%	171
2017 Q3	$43K	Hold	408	–	–	0.03%	186
2017 Q2	$48K	Hold	408	–	–	0.03%	186
2017 Q1	$53K	Hold	408	–	–	0.04%	161
2016 Q4	$52K	Buy	408 +129	+46%	+$16.7K	0.05%	168
2016 Q3	$37K	Hold	279	–	–	0.04%	177
2016 Q2	$42K	Hold	279	–	–	0.05%	164
2016 Q1	$36K	Hold	279	–	–	0.03%	194
2015 Q4	$34K	Buy	279 +11	+4%	+$1.31K	0.03%	171
2015 Q3	$30K	Hold	268	–	–	0.04%	160
2015 Q2	$29K	Hold	268	–	–	0.03%	177
2015 Q1	$31K	Hold	268	–	–	0.03%	163
2014 Q4	$27K	Buy	+268	New	+$27.2K	0.03%	170

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's SJM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 300 shares — an estimated $35K sold.

Burt Wealth Advisors first reported a position in SJM in Q4 2014 and held it in 25 quarters. The position peaked at $55K in Q1 2018. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

Burt Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 300 J.M. Smucker shares in Q1 2021, an estimated $35K.
Burt Wealth Advisors first reported a position in J.M. Smucker in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's J.M. Smucker position peaked at $55K in Q1 2018.
831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.