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Cascadia Advisory Services’s J.M. Smucker SJM Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$267K Buy
+2,566
New +$272K 0.08% 216

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

Cascadia Advisory Services's SJM Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in J.M. Smucker (SJM) in Q4 2019: 2,566 shares worth $267K. The stake represents 0.08% of the portfolio and ranks #216 among its holdings.

768 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

  • Cascadia Advisory Services held 2,566 shares of J.M. Smucker worth $267K as of Q4 2019.
  • J.M. Smucker was a new Cascadia Advisory Services position in Q4 2019.
  • J.M. Smucker made up 0.08% of Cascadia Advisory Services's portfolio in Q4 2019, its #216 holding.
  • 768 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.