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

Lionsbridge 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
-188
Closed -$19K – 275
2019
Q4 		$19K Buy
+188
New +$19.9K 0.02% 94

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

Lionsbridge Wealth Management's SJM Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 188 shares — an estimated $19K sold.

Lionsbridge Wealth Management first reported a position in SJM in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 188 J.M. Smucker shares in Q1 2020, an estimated $19K.
  • Lionsbridge Wealth Management first reported a position in J.M. Smucker in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's J.M. Smucker position peaked at $19K in Q4 2019.
  • 757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.