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

Lenox 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
Q2 		$148K Sell
1,400
-7
-0.5% -$787 0.05% 169
2020
Q1 		$156K Sell
1,407
-6,575
-82% -$703K 0.05% 156
2019
Q4 		$831K Buy
7,982
+266
+3% +$28.2K 0.23% 74
2019
Q3 		$848K Sell
7,716
-16
-0.2% -$1.78K 0.25% 63
2019
Q2 		$890K Sell
7,732
-180
-2% -$22K 0.27% 60
2019
Q1 		$922K Sell
7,912
-225
-3% -$23.5K 0.29% 58
2018
Q4 		$761K Buy
8,137
+116
+1% +$12.1K 0.26% 59
2018
Q3 		$823K Buy
8,021
+41
+0.5% +$4.48K 0.24% 68
2018
Q2 		$858K Sell
7,980
-291
-4% -$32.7K 0.28% 69
2018
Q1 		$1.02M Buy
8,271
+6,383
+338% +$797K 0.33% 63
2017
Q4 		$235K Sell
1,888
-45
-2% -$5K 0.07% 125
2017
Q3 		$202K Sell
1,933
-4,882
-72% -$558K 0.07% 134
2017
Q2 		$806K Buy
6,815
+2,222
+48% +$281K 0.33% 54
2017
Q1 		$602K Buy
4,593
+2,677
+140% +$364K 0.43% 13
2016
Q4 		$245K Buy
1,916
+66
+4% +$8.55K 0.19% 20
2016
Q3 		$251K Sell
1,850
-342
-16% -$50.2K 0.2% 21
2016
Q2 		$334K Sell
2,192
-7
-0.3% -$931 0.24% 19
2016
Q1 		$286K Buy
2,199
+294
+15% +$37.1K 0.2% 19
2015
Q4 		$235K Sell
1,905
-2
-0.1% -$238 0.18% 27
2015
Q3 		$218K Buy
1,907
+12
+0.6% +$1.34K 0.18% 24
2015
Q2 		$205K Hold
1,895
– – 0.15% 29
2015
Q1 		$219K Sell
1,895
-219
-10% -$24K 0.15% 27
2014
Q4 		$213K Hold
2,114
– – 0.14% 33
2014
Q3 		$209K Buy
2,114
+3
+0.1% +$308 0.14% 31
2014
Q2 		$225K Hold
2,111
– – 0.15% 29
2014
Q1 		$205K Sell
2,111
-109
-5% -$10.6K 0.11% 41
2013
Q4 		$230K Buy
+2,220
New +$235K 0.15% 40

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lenox Wealth Management's SJM Position: Q2 2020 in Review

Lenox Wealth Management reduced its J.M. Smucker (SJM) stake by 0.5% in Q2 2020, selling an estimated $787 and leaving 1,400 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #169.

Lenox Wealth Management first reported a position in SJM in Q4 2013 and has held it in 27 quarters since. The position peaked at $1.02M in Q1 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Lenox Wealth Management held 1,400 shares of J.M. Smucker worth $148K as of Q2 2020.
  • Lenox Wealth Management sold 7 J.M. Smucker shares in Q2 2020, an estimated $787.
  • J.M. Smucker made up 0.05% of Lenox Wealth Management's portfolio in Q2 2020, its #169 holding.
  • Lenox Wealth Management first reported a position in J.M. Smucker in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's J.M. Smucker position peaked at $1.02M in Q1 2018.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.