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

Executive 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
2019
Q1 		– Sell
-129
Closed -$12K – 923
2018
Q4 		$12K Buy
+129
New +$13.5K ﹤0.01% 528

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Executive Wealth Management's SJM Position: Q1 2019 in Review

Executive Wealth Management sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 129 shares — an estimated $12K sold.

Executive Wealth Management first reported a position in SJM in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • Executive Wealth Management reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 129 J.M. Smucker shares in Q1 2019, an estimated $12K.
  • Executive Wealth Management first reported a position in J.M. Smucker in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's J.M. Smucker position peaked at $12K in Q4 2018.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.