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Founders Financial Alliance’s J.M. Smucker SJM Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-204
Closed -$24K – 1106
2020
Q3 		$24K Buy
+204
New +$22.7K 0.01% 533

Other funds holding SJM

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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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Founders Financial Alliance's SJM Position: Q4 2020 in Review

Founders Financial Alliance sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 204 shares — an estimated $24K sold.

Founders Financial Alliance first reported a position in SJM in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Founders Financial Alliance reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 204 J.M. Smucker shares in Q4 2020, an estimated $24K.
  • Founders Financial Alliance first reported a position in J.M. Smucker in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's J.M. Smucker position peaked at $24K in Q3 2020.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.