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

Legacy 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
2019
Q2 		– Sell
-905
Closed -$106K – 765
2019
Q1 		$106K Hold
905
– – 0.04% 152
2018
Q4 		$85K Buy
905
+162
+22% +$16.9K 0.03% 157
2018
Q3 		$76K Buy
743
+43
+6% +$4.7K 0.03% 203
2018
Q2 		$78K Sell
700
-53
-7% -$5.95K 0.03% 196
2018
Q1 		$93K Buy
753
+6
+0.8% +$749 0.04% 174
2017
Q4 		$92K Buy
+747
New +$83K 0.04% 187

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's SJM Position: Q2 2019 in Review

Legacy Financial Advisors sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 905 shares — an estimated $106K sold.

Legacy Financial Advisors first reported a position in SJM in Q4 2017 and held it in 6 quarters. The position peaked at $106K in Q1 2019. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Legacy Financial Advisors reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 905 J.M. Smucker shares in Q2 2019, an estimated $106K.
  • Legacy Financial Advisors first reported a position in J.M. Smucker in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's J.M. Smucker position peaked at $106K in Q1 2019.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.