Halpern Financial’s J.M. Smucker SJM Stock Holding History

Halpern Financial’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 Q1	–	Sell	-173	Closed	-$18K	–	189
2019 Q4	$18K	Buy	+173	New	+$18.3K	0.01%	87

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Halpern Financial's SJM Position: Q1 2020 in Review

Halpern Financial sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 173 shares — an estimated $18K sold.

Halpern Financial first reported a position in SJM in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

Halpern Financial reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
Halpern Financial sold 173 J.M. Smucker shares in Q1 2020, an estimated $18K.
Halpern Financial first reported a position in J.M. Smucker in Q4 2019 and held it in 1 quarter.
Halpern Financial's J.M. Smucker position peaked at $18K in Q4 2019.
757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.