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

EPG 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
-52
Closed -$6K – 652
2020
Q1 		$6K Buy
52
+1
+2% +$107 ﹤0.01% 568
2019
Q4 		$5K Buy
+51
New +$5.4K ﹤0.01% 520

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

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

EPG Wealth Management sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 52 shares — an estimated $6K sold.

EPG Wealth Management first reported a position in SJM in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • EPG Wealth Management reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 52 J.M. Smucker shares in Q2 2020, an estimated $6K.
  • EPG Wealth Management first reported a position in J.M. Smucker in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's J.M. Smucker position peaked at $6K in Q1 2020.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.