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Claraphi Advisory Network’s J.M. Smucker SJM Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-100
Closed -$11K – 1035
2020
Q1 		$11K Buy
+100
New +$10.7K 0.01% 758

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Claraphi Advisory Network's SJM Position: Q2 2020 in Review

Claraphi Advisory Network sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 100 shares — an estimated $11K sold.

Claraphi Advisory Network first reported a position in SJM in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Claraphi Advisory Network reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 100 J.M. Smucker shares in Q2 2020, an estimated $11K.
  • Claraphi Advisory Network first reported a position in J.M. Smucker in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's J.M. Smucker position peaked at $11K in Q1 2020.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.