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Cornerstone Advisors (Washington)’s J.M. Smucker SJM Stock Holding History

Cornerstone Advisors (Washington)’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 		$59K Buy
508
+8
+2% +$892 0.01% 240
2020
Q2 		$53K Buy
500
+90
+22% +$10.1K 0.01% 252
2020
Q1 		$46K Buy
410
+293
+250% +$31.3K 0.01% 228
2019
Q4 		$12K Buy
117
+7
+6% +$741 ﹤0.01% 400
2019
Q3 		$12K Sell
110
-20
-15% -$2.23K ﹤0.01% 393
2019
Q2 		$15K Buy
130
+35
+37% +$4.27K ﹤0.01% 694
2019
Q1 		$11K Buy
95
+53
+126% +$5.54K ﹤0.01% 708
2018
Q4 		$4K Buy
42
+15
+56% +$1.57K ﹤0.01% 806
2018
Q3 		$3K Sell
27
-11
-29% -$1.2K ﹤0.01% 841
2018
Q2 		$4K Buy
38
+17
+81% +$1.91K ﹤0.01% 765
2018
Q1 		$3K Hold
21
– – ﹤0.01% 783
2017
Q4 		$3K Hold
21
– – ﹤0.01% 774
2017
Q3 		$2K Hold
21
– – ﹤0.01% 816
2017
Q2 		$2K Hold
21
– – ﹤0.01% 809
2017
Q1 		$3K Hold
21
– – ﹤0.01% 761
2016
Q4 		$3K Sell
21
-22
-51% -$2.85K ﹤0.01% 773
2016
Q3 		$6K Hold
43
– – 0.01% 666
2016
Q2 		$7K Hold
43
– – 0.01% 500
2016
Q1 		$6K Hold
43
– – 0.01% 536
2015
Q4 		$5K Hold
43
– – 0.01% 568
2015
Q3 		$5K Hold
43
– – ﹤0.01% 555
2015
Q2 		$5K Hold
43
– – ﹤0.01% 419
2015
Q1 		$5K Hold
43
– – ﹤0.01% 436
2014
Q4 		$4K Hold
43
– – ﹤0.01% 453
2014
Q3 		$4K Hold
43
– – ﹤0.01% 297
2014
Q2 		$5K Buy
43
+14
+48% +$1.41K ﹤0.01% 301
2014
Q1 		$3K Buy
29
+24
+480% +$2.33K ﹤0.01% 332
2013
Q4 		$1K Sell
5
-6
-55% -$636 ﹤0.01% 326
2013
Q3 		$1K Buy
11
+6
+120% +$650 ﹤0.01% 307
2013
Q2 		$1K Buy
+5
New +$509 ﹤0.01% 266

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
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

Cornerstone Advisors (Washington)'s SJM Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its J.M. Smucker (SJM) stake by 1.6% in Q3 2020, buying an estimated $892 and bringing the position to 508 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #240.

Cornerstone Advisors (Washington) first reported a position in SJM in Q2 2013 and has held it in 30 quarters since. 780 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Cornerstone Advisors (Washington) held 508 shares of J.M. Smucker worth $59K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 8 J.M. Smucker shares in Q3 2020, an estimated $892.
  • J.M. Smucker made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #240 holding.
  • Cornerstone Advisors (Washington) first reported a position in J.M. Smucker in Q2 2013 and has held it in 30 quarters since.
  • 780 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.