Curtis Advisory Group’s J.M. Smucker SJM Stock Holding History

Curtis Advisory Group’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
2021 Q1	–	Sell	-2,000	Closed	-$231K	–	76
2020 Q4	$231K	Sell	2,000 -1,000	-33%	-$116K	0.11%	65
2020 Q3	$347K	Sell	3,000 -1,000	-25%	-$111K	0.2%	45
2020 Q2	$423K	Sell	4,000 -2,600	-39%	-$292K	0.3%	39
2020 Q1	$733K	Buy	+6,600	New	+$706K	0.48%	24

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curtis Advisory Group's SJM Position: Q1 2021 in Review

Curtis Advisory Group sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 2,000 shares — an estimated $231K sold.

Curtis Advisory Group first reported a position in SJM in Q1 2020 and held it in 4 quarters. The position peaked at $733K in Q1 2020. 832 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

Curtis Advisory Group reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
Curtis Advisory Group sold 2,000 J.M. Smucker shares in Q1 2021, an estimated $231K.
Curtis Advisory Group first reported a position in J.M. Smucker in Q1 2020 and held it in 4 quarters.
Curtis Advisory Group's J.M. Smucker position peaked at $733K in Q1 2020.
832 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Curtis Advisory Group's 13F filing for Q1 2021, filed 4 May 2021.