JOYN Advisors’s J.M. Smucker SJM Stock Holding History

JOYN 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
2019 Q1	–	Sell	-600	Closed	-$56K	–	1183
2018 Q4	$56K	Buy	600 +68	+13%	+$7.1K	0.01%	312
2018 Q3	$55K	Buy	532 +13	+3%	+$1.42K	0.01%	369
2018 Q2	$56K	Buy	+519	New	+$58.3K	0.01%	364

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

JOYN Advisors's SJM Position: Q1 2019 in Review

JOYN Advisors sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 600 shares — an estimated $56K sold.

JOYN Advisors first reported a position in SJM in Q2 2018 and held it in 3 quarters. The position peaked at $56K in Q4 2018. 808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

JOYN Advisors reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 600 J.M. Smucker shares in Q1 2019, an estimated $56K.
JOYN Advisors first reported a position in J.M. Smucker in Q2 2018 and held it in 3 quarters.
JOYN Advisors's J.M. Smucker position peaked at $56K in Q4 2018.
808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.