New World Advisors’s J.M. Smucker SJM Stock Holding History

New World Advisors’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
2019 Q2	–	Sell	-1,700	Closed	-$198K	–	98
2019 Q1	$198K	Buy	+1,700	New	+$178K	0.14%	15

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New World Advisors's SJM Position: Q2 2019 in Review

New World Advisors sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 1,700 shares — an estimated $198K sold.

New World Advisors first reported a position in SJM in Q1 2019 and held it in 1 quarter. The position peaked at $198K in Q1 2019. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

New World Advisors reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
New World Advisors sold 1,700 J.M. Smucker shares in Q2 2019, an estimated $198K.
New World Advisors first reported a position in J.M. Smucker in Q1 2019 and held it in 1 quarter.
New World Advisors's J.M. Smucker position peaked at $198K in Q1 2019.
798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on New World Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.