Family Legacy Inc’s J.M. Smucker SJM Stock Holding History

Family Legacy Inc’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	-17	Closed	-$2K	–	161
2018 Q4	$2K	Hold	17	–	–	﹤0.01%	162
2018 Q3	$2K	Hold	17	–	–	﹤0.01%	166
2018 Q2	$2K	Buy	+17	New	+$1.91K	﹤0.01%	165

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Family Legacy Inc's SJM Position: Q1 2019 in Review

Family Legacy Inc sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 17 shares — an estimated $2K sold.

Family Legacy Inc first reported a position in SJM in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

Family Legacy Inc reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
Family Legacy Inc sold 17 J.M. Smucker shares in Q1 2019, an estimated $2K.
Family Legacy Inc first reported a position in J.M. Smucker in Q2 2018 and held it in 3 quarters.
Family Legacy Inc's J.M. Smucker position peaked at $2K in Q4 2018.
808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Family Legacy Inc's 13F filing for Q1 2019, filed 6 May 2019.