Elmwood Wealth Management’s J.M. Smucker SJM Stock Holding History

Elmwood Wealth Management’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	-18	Closed	-$2.23K	–	327
2020 Q1	$2.23K	Buy	+18	New	+$1.92K	﹤0.01%	255
2019 Q4	–	Sell	-2	Closed	–	–	221
2019 Q3	$0	Hold	2	–	–	﹤0.01%	279
2019 Q2	$0	Hold	2	–	–	﹤0.01%	298
2019 Q1	$0	Sell	2 -16	-89%	-$1.67K	﹤0.01%	298
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	278
2018 Q3	$1.85K	Hold	18	–	–	﹤0.01%	262
2018 Q2	$1.93K	Hold	18	–	–	﹤0.01%	258
2018 Q1	$2.23K	Buy	+18	New	+$2.25K	﹤0.01%	255

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

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

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 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

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

Elmwood Wealth Management's SJM Position: Q2 2020 in Review

Elmwood Wealth Management sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 18 shares — an estimated $2.23K sold.

Elmwood Wealth Management first reported a position in SJM in Q1 2018 and held it in 8 quarters. The position peaked at $2.23K in Q1 2020. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

Elmwood Wealth Management reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 18 J.M. Smucker shares in Q2 2020, an estimated $2.23K.
Elmwood Wealth Management first reported a position in J.M. Smucker in Q1 2018 and held it in 8 quarters.
Elmwood Wealth Management's J.M. Smucker position peaked at $2.23K in Q1 2020.
755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.