LifePlan Financial Group’s J.M. Smucker SJM Stock Holding History

LifePlan Financial Group’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 Q3	$7K	Hold	58	–	–	﹤0.01%	447
2020 Q2	$6K	Hold	58	–	–	﹤0.01%	464
2020 Q1	$6K	Hold	58	–	–	﹤0.01%	440
2019 Q4	$6K	Hold	58	–	–	﹤0.01%	454
2019 Q3	$6K	Sell	58 -9	-13%	-$1K	﹤0.01%	451
2019 Q2	$8K	Hold	67	–	–	﹤0.01%	421
2019 Q1	$8K	Hold	67	–	–	﹤0.01%	424
2018 Q4	$6K	Hold	67	–	–	﹤0.01%	434
2018 Q3	$7K	Hold	67	–	–	﹤0.01%	421
2018 Q2	$7K	Hold	67	–	–	﹤0.01%	408
2018 Q1	$8K	Buy	+67	New	+$8.37K	﹤0.01%	384
2014 Q2	–	Sell	-60	Closed	-$6K	–	191
2014 Q1	$6K	Hold	60	–	–	﹤0.01%	204
2013 Q4	$6K	Hold	60	–	–	﹤0.01%	188
2013 Q3	$6K	Hold	60	–	–	﹤0.01%	168
2013 Q2	$6K	Buy	+60	New	+$6.11K	0.01%	137

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

LifePlan Financial Group's SJM Position: Q3 2020 in Review

LifePlan Financial Group held its J.M. Smucker (SJM) position steady in Q3 2020 at 58 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

LifePlan Financial Group first reported a position in SJM in Q2 2013 and has held it in 15 quarters since. The position peaked at $8K in Q2 2019. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

LifePlan Financial Group held 58 shares of J.M. Smucker worth $7K as of Q3 2020.
LifePlan Financial Group left its J.M. Smucker share count unchanged in Q3 2020.
J.M. Smucker made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #447 holding.
LifePlan Financial Group first reported a position in J.M. Smucker in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's J.M. Smucker position peaked at $8K in Q2 2019.
779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.