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Delta Financial Advisors’s J.M. Smucker SJM Stock Holding History

Delta Financial 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
-7,223
Closed -$832K – 116
2019
Q2 		$832K Buy
+7,223
New +$882K 0.34% 83

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

Delta Financial Advisors's SJM Position: Q3 2019 in Review

Delta Financial Advisors sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 7,223 shares — an estimated $832K sold.

Delta Financial Advisors first reported a position in SJM in Q2 2019 and held it in 1 quarter. The position peaked at $832K in Q2 2019. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Delta Financial Advisors reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Delta Financial Advisors sold 7,223 J.M. Smucker shares in Q3 2019, an estimated $832K.
  • Delta Financial Advisors first reported a position in J.M. Smucker in Q2 2019 and held it in 1 quarter.
  • Delta Financial Advisors's J.M. Smucker position peaked at $832K in Q2 2019.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Delta Financial Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.