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Evolution Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-19
Closed -$2K – 544
2021
Q3 		$2K Hold
19
– – ﹤0.01% 654
2021
Q2 		$2K Hold
19
– – ﹤0.01% 622
2021
Q1 		$2K Hold
19
– – ﹤0.01% 633
2020
Q4 		$2K Hold
19
– – ﹤0.01% 565
2020
Q3 		$2K Hold
19
– – ﹤0.01% 561
2020
Q2 		$2K Buy
+19
New +$2.13K ﹤0.01% 503
2020
Q1 		– Sell
-19
Closed -$2K – 598
2019
Q4 		$2K Hold
19
– – ﹤0.01% 598
2019
Q3 		$2K Hold
19
– – ﹤0.01% 437
2019
Q2 		$2K Buy
+19
New +$2.32K ﹤0.01% 441

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evolution Wealth Advisors's SJM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 19 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in SJM in Q2 2019 and held it in 9 quarters. The position peaked at $2K in Q3 2021. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 19 J.M. Smucker shares in Q4 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in J.M. Smucker in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's J.M. Smucker position peaked at $2K in Q3 2021.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.