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MPS Loria Financial Planners’s J.M. Smucker SJM Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-5
Closed – – 486
2021
Q1 		$0 Hold
5
– – ﹤0.01% 632
2020
Q4 		$1K Buy
+5
New +$581 ﹤0.01% 577

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

MPS Loria Financial Planners's SJM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 5 shares.

MPS Loria Financial Planners first reported a position in SJM in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 842 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 5 J.M. Smucker shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in J.M. Smucker in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's J.M. Smucker position peaked at $1K in Q4 2020.
  • 842 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.