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Credential Qtrade Securities’s J.M. Smucker SJM Stock Holding History

Credential Qtrade Securities’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
-150
Closed -$16.6K – 308
2020
Q1 		$16.6K Buy
+150
New +$16K ﹤0.01% 226

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

Credential Qtrade Securities's SJM Position: Q2 2020 in Review

Credential Qtrade Securities sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 150 shares — an estimated $16.6K sold.

Credential Qtrade Securities first reported a position in SJM in Q1 2020 and held it in 1 quarter. The position peaked at $16.6K in Q1 2020. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Credential Qtrade Securities reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Credential Qtrade Securities sold 150 J.M. Smucker shares in Q2 2020, an estimated $16.6K.
  • Credential Qtrade Securities first reported a position in J.M. Smucker in Q1 2020 and held it in 1 quarter.
  • Credential Qtrade Securities's J.M. Smucker position peaked at $16.6K in Q1 2020.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Credential Qtrade Securities's 13F filing for Q2 2020, filed 21 Jul 2025.