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Hoover Financial Advisors’s J.M. Smucker SJM Stock Holding History

Hoover Financial Advisors’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 		$12K Hold
90
– – ﹤0.01% 457
2021
Q1 		$12K Hold
90
– – ﹤0.01% 412
2020
Q4 		$10K Buy
+90
New +$10.5K ﹤0.01% 408
2020
Q3 		– Sell
-90
Closed -$10K – 418
2020
Q2 		$10K Buy
+90
New +$10.1K ﹤0.01% 346

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hoover Financial Advisors's SJM Position: Q2 2021 in Review

Hoover Financial Advisors held its J.M. Smucker (SJM) position steady in Q2 2021 at 90 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Hoover Financial Advisors first reported a position in SJM in Q2 2020 and has held it in 4 quarters since. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Hoover Financial Advisors held 90 shares of J.M. Smucker worth $12K as of Q2 2021.
  • Hoover Financial Advisors left its J.M. Smucker share count unchanged in Q2 2021.
  • J.M. Smucker made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #457 holding.
  • Hoover Financial Advisors first reported a position in J.M. Smucker in Q2 2020 and has held it in 4 quarters since.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.