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Claro Advisors’s J.M. Smucker SJM Stock Holding History

Claro 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
2019
Q4 		– Sell
-1,901
Closed -$209K – 179
2019
Q3 		$209K Buy
1,901
+72
+4% +$8.03K 0.19% 153
2019
Q2 		$211K Buy
+1,829
New +$223K 0.19% 147
2019
Q1 		– Sell
-35
Closed -$4K – 797
2018
Q4 		$4K Buy
+35
New +$3.65K ﹤0.01% 826

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

Claro Advisors's SJM Position: Q4 2019 in Review

Claro Advisors sold out of J.M. Smucker (SJM) in Q4 2019, closing a stake of 1,901 shares — an estimated $209K sold.

Claro Advisors first reported a position in SJM in Q4 2018 and held it in 3 quarters. The position peaked at $211K in Q2 2019. 768 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

  • Claro Advisors reported no remaining J.M. Smucker position as of Q4 2019 after selling out during the quarter.
  • Claro Advisors sold 1,901 J.M. Smucker shares in Q4 2019, an estimated $209K.
  • Claro Advisors first reported a position in J.M. Smucker in Q4 2018 and held it in 3 quarters.
  • Claro Advisors's J.M. Smucker position peaked at $211K in Q2 2019.
  • 768 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on Claro Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.