FormulaFolio Investments’s J.M. Smucker SJM Stock Holding History

FormulaFolio Investments’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 Q2	$2K	Hold	15	–	–	﹤0.01%	436
2021 Q1	$2K	Sell	15 -2,570	-99%	-$303K	﹤0.01%	404
2020 Q4	$299K	Buy	2,585 +14	+0.5%	+$1.63K	0.01%	536
2020 Q3	$297K	Sell	2,571 -119	-4%	-$13.3K	0.01%	257
2020 Q2	$285K	Sell	2,690 -62	-2%	-$6.97K	0.01%	239
2020 Q1	$305K	Sell	2,752 -156	-5%	-$16.7K	0.02%	217
2019 Q4	$303K	Sell	2,908 -243	-8%	-$25.7K	0.01%	305
2019 Q3	$347K	Sell	3,151 -48	-2%	-$5.35K	0.01%	259
2019 Q2	$369K	Sell	3,199 -11	-0.3%	-$1.34K	0.02%	235
2019 Q1	$374K	Sell	3,210 -321	-9%	-$33.5K	0.02%	236
2018 Q4	$362K	Hold	3,531	–	–	0.02%	241
2018 Q3	$362K	Sell	3,531 -104	-3%	-$11.4K	0.02%	241
2018 Q2	$391K	Buy	+3,635	New	+$408K	0.02%	222

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments's SJM Position: Q2 2021 in Review

FormulaFolio Investments held its J.M. Smucker (SJM) position steady in Q2 2021 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

FormulaFolio Investments first reported a position in SJM in Q2 2018 and has held it in 13 quarters since. The position peaked at $391K in Q2 2018. 842 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

FormulaFolio Investments held 15 shares of J.M. Smucker worth $2K as of Q2 2021.
FormulaFolio Investments left its J.M. Smucker share count unchanged in Q2 2021.
J.M. Smucker made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #436 holding.
FormulaFolio Investments first reported a position in J.M. Smucker in Q2 2018 and has held it in 13 quarters since.
FormulaFolio Investments's J.M. Smucker position peaked at $391K in Q2 2018.
842 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.