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

Lake Point 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
-15
Closed -$2K – 451
2019
Q4 		$2K Buy
+15
New +$1.59K ﹤0.01% 509

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

Lake Point Wealth Management's SJM Position: Q1 2020 in Review

Lake Point Wealth Management sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 15 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in SJM in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Lake Point Wealth Management reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 15 J.M. Smucker shares in Q1 2020, an estimated $2K.
  • Lake Point Wealth Management first reported a position in J.M. Smucker in Q4 2019 and held it in 1 quarter.
  • Lake Point Wealth Management's J.M. Smucker position peaked at $2K in Q4 2019.
  • 757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.