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Lowe Brockenbrough & Co’s J.M. Smucker SJM Stock Holding History

Lowe Brockenbrough & Co’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
-18,723
Closed -$1.95M – 216
2019
Q4 		$1.95M Sell
18,723
-250
-1% -$26.5K 0.24% 102
2019
Q3 		$2.09M Buy
18,973
+101
+0.5% +$11.3K 0.28% 96
2019
Q2 		$2.17M Sell
18,872
-510
-3% -$62.3K 0.3% 94
2019
Q1 		$2.26M Sell
19,382
-488
-2% -$51K 0.32% 90
2018
Q4 		$1.86M Sell
19,870
-8,345
-30% -$871K 0.3% 92
2018
Q3 		$2.9M Sell
28,215
-2,105
-7% -$230K 0.4% 73
2018
Q2 		$3.26M Buy
30,320
+335
+1% +$37.6K 0.48% 69
2018
Q1 		$3.72M Sell
29,985
-15
-0.1% -$1.87K 0.55% 65
2017
Q4 		$3.73M Sell
30,000
-1,465
-5% -$163K 0.53% 63
2017
Q3 		$3.3M Buy
31,465
+1,885
+6% +$215K 0.51% 67
2017
Q2 		$3.5M Buy
29,580
+7,980
+37% +$1.01M 0.55% 60
2017
Q1 		$2.83M Buy
21,600
+1,355
+7% +$184K 0.45% 71
2016
Q4 		$2.59M Buy
+20,245
New +$2.62M 0.43% 74

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Lowe Brockenbrough & Co's SJM Position: Q1 2020 in Review

Lowe Brockenbrough & Co sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 18,723 shares — an estimated $1.95M sold.

Lowe Brockenbrough & Co first reported a position in SJM in Q4 2016 and held it in 13 quarters. The position peaked at $3.73M in Q4 2017. 758 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Lowe Brockenbrough & Co reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 18,723 J.M. Smucker shares in Q1 2020, an estimated $1.95M.
  • Lowe Brockenbrough & Co first reported a position in J.M. Smucker in Q4 2016 and held it in 13 quarters.
  • Lowe Brockenbrough & Co's J.M. Smucker position peaked at $3.73M in Q4 2017.
  • 758 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2020, filed 21 May 2020.