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Castle Rock Wealth Management’s J.M. Smucker SJM Stock Holding History

Castle Rock Wealth 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
Q3 		– Sell
-2,950
Closed -$334K – 211
2020
Q2 		$334K Buy
+2,950
New +$331K 0.2% 147

Other funds holding SJM

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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
Wells Fargo
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Castle Rock Wealth Management's SJM Position: Q3 2020 in Review

Castle Rock Wealth Management sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 2,950 shares — an estimated $334K sold.

Castle Rock Wealth Management first reported a position in SJM in Q2 2020 and held it in 1 quarter. The position peaked at $334K in Q2 2020. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Castle Rock Wealth Management reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 2,950 J.M. Smucker shares in Q3 2020, an estimated $334K.
  • Castle Rock Wealth Management first reported a position in J.M. Smucker in Q2 2020 and held it in 1 quarter.
  • Castle Rock Wealth Management's J.M. Smucker position peaked at $334K in Q2 2020.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Castle Rock Wealth Management's 13F filing for Q3 2020, filed 7 Dec 2020.