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

MBE 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	–	Sell	-50	Closed	-$5K	–	424
2020 Q1	$5K	Buy	+50	New	+$5.34K	﹤0.01%	378

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

MBE Wealth Management sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 50 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in SJM in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

MBE Wealth Management reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 50 J.M. Smucker shares in Q2 2020, an estimated $5K.
MBE Wealth Management first reported a position in J.M. Smucker in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's J.M. Smucker position peaked at $5K in Q1 2020.
755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.