NFH
SJM icon

NEXT Financial Holdings’s J.M. Smucker SJM Stock Holding History

NEXT Financial Holdings’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
Q1 		$32K Buy
+276
New +$28.8K 0.01% 846

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

NEXT Financial Holdings's SJM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in J.M. Smucker (SJM) in Q1 2019: 276 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #846 among its holdings.

808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • NEXT Financial Holdings held 276 shares of J.M. Smucker worth $32K as of Q1 2019.
  • J.M. Smucker was a new NEXT Financial Holdings position in Q1 2019.
  • J.M. Smucker made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #846 holding.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.