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Newfound Research’s J.M. Smucker SJM Stock Holding History

Newfound Research’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
-8
Closed -$1K – 168
2020
Q1 		$1K Hold
8
– – ﹤0.01% 79
2019
Q4 		$1K Sell
8
-1
-11% -$106 ﹤0.01% 127
2019
Q3 		$1K Buy
9
+1
+13% +$111 ﹤0.01% 137
2019
Q2 		$1K Hold
8
– – ﹤0.01% 137
2019
Q1 		$1K Hold
8
– – ﹤0.01% 135
2018
Q4 		$1K Buy
8
+1
+14% +$104 ﹤0.01% 118
2018
Q3 		$1K Buy
7
+1
+17% +$109 ﹤0.01% 161
2018
Q2 		$1K Buy
+6
New +$674 ﹤0.01% 149

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Newfound Research's SJM Position: Q2 2020 in Review

Newfound Research sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 8 shares — an estimated $1K sold.

Newfound Research first reported a position in SJM in Q2 2018 and held it in 8 quarters. The position peaked at $1K in Q1 2020. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Newfound Research reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 8 J.M. Smucker shares in Q2 2020, an estimated $1K.
  • Newfound Research first reported a position in J.M. Smucker in Q2 2018 and held it in 8 quarters.
  • Newfound Research's J.M. Smucker position peaked at $1K in Q1 2020.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.