LTFS
SJM icon

Ladenburg Thalmann Financial Services’s J.M. Smucker SJM Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$3.76M Buy
36,892
+3,391
+10% +$359K 0.02% 591
2019
Q3 		$3.69M Buy
33,501
+3,277
+11% +$365K 0.03% 586
2019
Q2 		$3.49M Buy
30,224
+1,826
+6% +$223K 0.03% 586
2019
Q1 		$3.3M Sell
28,398
-403
-1% -$42.1K 0.03% 576
2018
Q4 		$2.72M Buy
28,801
+11,217
+64% +$1.17M 0.02% 561
2018
Q3 		$1.8M Sell
17,584
-5,666
-24% -$619K 0.02% 773
2018
Q2 		$2.87M Hold
23,250
– – 0.03% 555
2018
Q1 		$2.87M Buy
23,250
+516
+2% +$64.4K 0.03% 555
2017
Q4 		$2.83M Buy
22,734
+141
+0.6% +$15.7K 0.03% 547
2017
Q3 		$2.37M Sell
22,593
-861
-4% -$98.3K 0.03% 556
2017
Q2 		$2.78M Sell
23,454
-1,579
-6% -$200K 0.03% 464
2017
Q1 		$3.28M Sell
25,033
-1,942
-7% -$264K 0.04% 389
2016
Q4 		$3.47M Buy
26,975
+4,525
+20% +$586K 0.05% 348
2016
Q3 		$3.04M Sell
22,450
-1,188
-5% -$174K 0.05% 371
2016
Q2 		$3.6M Buy
23,638
+5,054
+27% +$672K 0.06% 296
2016
Q1 		$2.42M Buy
18,584
+1,475
+9% +$186K 0.04% 372
2015
Q4 		$2.11M Buy
17,109
+5,074
+42% +$605K 0.04% 402
2015
Q3 		$1.37M Buy
12,035
+142
+1% +$15.8K 0.03% 510
2015
Q2 		$1.29M Buy
11,893
+495
+4% +$57.3K 0.02% 576
2015
Q1 		$1.32M Buy
11,398
+891
+8% +$97.7K 0.03% 567
2014
Q4 		$1.07M Buy
10,507
+3,122
+42% +$316K 0.02% 565
2014
Q3 		$732K Sell
7,385
-61
-0.8% -$6.26K 0.02% 633
2014
Q2 		$792K Buy
7,446
+131
+2% +$13.2K 0.02% 582
2014
Q1 		$712K Sell
7,315
-3,994
-35% -$388K 0.02% 593
2013
Q4 		$1.17M Buy
11,309
+111
+1% +$11.8K 0.04% 395
2013
Q3 		$1.18M Buy
11,198
+7,014
+168% +$759K 0.04% 355
2013
Q2 		$432K Buy
+4,184
New +$426K 0.02% 682

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SJM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its J.M. Smucker (SJM) stake by 10% in Q4 2019, buying an estimated $359K and bringing the position to 36,892 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #591.

Ladenburg Thalmann Financial Services first reported a position in SJM in Q2 2013 and has held it in 27 quarters since. 769 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 36,892 shares of J.M. Smucker worth $3.76M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 3,391 J.M. Smucker shares in Q4 2019, an estimated $359K.
  • J.M. Smucker made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #591 holding.
  • Ladenburg Thalmann Financial Services first reported a position in J.M. Smucker in Q2 2013 and has held it in 27 quarters since.
  • 769 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.