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Haverford Trust Company’s J.M. Smucker SJM Stock Holding History

Haverford Trust Company’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
Q2 		– Sell
-2,332
Closed -$259K – 277
2020
Q1 		$259K Sell
2,332
-586
-20% -$62.6K 0.01% 235
2019
Q4 		$304K Buy
2,918
+70
+2% +$7.41K ﹤0.01% 256
2019
Q3 		$313K Buy
2,848
+376
+15% +$41.9K 0.01% 248
2019
Q2 		$285K Sell
2,472
-195
-7% -$23.8K 0.01% 253
2019
Q1 		$311K Buy
+2,667
New +$279K 0.01% 240

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Haverford Trust Company's SJM Position: Q2 2020 in Review

Haverford Trust Company sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 2,332 shares — an estimated $259K sold.

Haverford Trust Company first reported a position in SJM in Q1 2019 and held it in 5 quarters. The position peaked at $313K in Q3 2019. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Haverford Trust Company reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Haverford Trust Company sold 2,332 J.M. Smucker shares in Q2 2020, an estimated $259K.
  • Haverford Trust Company first reported a position in J.M. Smucker in Q1 2019 and held it in 5 quarters.
  • Haverford Trust Company's J.M. Smucker position peaked at $313K in Q3 2019.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Haverford Trust Company's 13F filing for Q2 2020, filed 13 Aug 2020.