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Howard Wealth Management’s J.M. Smucker SJM Stock Holding History

Howard Wealth Management’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
-151
Closed -$15K – 414
2019
Q4 		$15K Buy
+151
New +$16K 0.01% 300

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Howard Wealth Management's SJM Position: Q1 2020 in Review

Howard Wealth Management sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 151 shares — an estimated $15K sold.

Howard Wealth Management first reported a position in SJM in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Howard Wealth Management reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 151 J.M. Smucker shares in Q1 2020, an estimated $15K.
  • Howard Wealth Management first reported a position in J.M. Smucker in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's J.M. Smucker position peaked at $15K in Q4 2019.
  • 757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.