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

Clarus 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
2019
Q3 		– Sell
-603
Closed -$69K – 483
2019
Q2 		$69K Buy
603
+2
+0.3% +$244 0.05% 239
2019
Q1 		$70K Buy
601
+3
+0.5% +$314 0.05% 251
2018
Q4 		$56K Sell
598
-117
-16% -$12.2K 0.09% 246
2018
Q3 		$73K Sell
715
-166
-19% -$18.1K 0.05% 245
2018
Q2 		$109K Buy
+881
New +$98.9K 0.08% 188

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Clarus Wealth Advisors's SJM Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 603 shares — an estimated $69K sold.

Clarus Wealth Advisors first reported a position in SJM in Q2 2018 and held it in 5 quarters. The position peaked at $109K in Q2 2018. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 603 J.M. Smucker shares in Q3 2019, an estimated $69K.
  • Clarus Wealth Advisors first reported a position in J.M. Smucker in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's J.M. Smucker position peaked at $109K in Q2 2018.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.