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

Johanson 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
2020 Q1	–	Sell	-154,701	Closed	-$1.49M	–	215
2019 Q4	$1.49M	Buy	+154,701	New	+$16.4M	0.07%	115
2019 Q2	–	Sell	-1,975	Closed	-$230K	–	103
2019 Q1	$230K	Buy	+1,975	New	+$206K	0.13%	92
2018 Q4	–	Sell	-2,510	Closed	-$257K	–	91
2018 Q3	$257K	Buy	2,510 +100	+4%	+$10.9K	0.15%	81
2018 Q2	$257K	Buy	2,410 +292	+14%	+$32.8K	0.16%	80
2018 Q1	$263K	Buy	2,118 +172	+9%	+$21.5K	0.17%	76
2017 Q4	$243K	Sell	1,946 -347	-15%	-$38.6K	0.16%	79
2017 Q3	$240K	Sell	2,293 -271	-11%	-$31K	0.18%	76
2017 Q2	$302K	Sell	2,564 -167	-6%	-$21.1K	0.25%	66
2017 Q1	$357K	Buy	+2,731	New	+$371K	0.31%	57
2016 Q4	–	Sell	-2,184	Closed	-$296K	–	51
2016 Q3	$296K	Buy	+2,184	New	+$321K	0.32%	59

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

Johanson Financial Advisors's SJM Position: Q1 2020 in Review

Johanson Financial Advisors sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 154,701 shares — an estimated $1.49M sold.

Johanson Financial Advisors first reported a position in SJM in Q3 2016 and held it in 10 quarters. The position peaked at $1.49M in Q4 2019. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

Johanson Financial Advisors reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 154,701 J.M. Smucker shares in Q1 2020, an estimated $1.49M.
Johanson Financial Advisors first reported a position in J.M. Smucker in Q3 2016 and held it in 10 quarters.
Johanson Financial Advisors's J.M. Smucker position peaked at $1.49M in Q4 2019.
757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.