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Enlightenment Research’s J.M. Smucker SJM Stock Holding History

Enlightenment Research’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
-1,900
Closed -$219K – 251
2019
Q2 		$219K Buy
+1,900
New +$232K 0.11% 231

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

Enlightenment Research's SJM Position: Q3 2019 in Review

Enlightenment Research sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 1,900 shares — an estimated $219K sold.

Enlightenment Research first reported a position in SJM in Q2 2019 and held it in 1 quarter. The position peaked at $219K in Q2 2019. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Enlightenment Research reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Enlightenment Research sold 1,900 J.M. Smucker shares in Q3 2019, an estimated $219K.
  • Enlightenment Research first reported a position in J.M. Smucker in Q2 2019 and held it in 1 quarter.
  • Enlightenment Research's J.M. Smucker position peaked at $219K in Q2 2019.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Enlightenment Research's 13F filing for Q3 2019, filed 16 Oct 2019.