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Omnia Family Wealth’s J.M. Smucker SJM Stock Holding History

Omnia Family Wealth’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
-9
Closed -$1K – 452
2019
Q1 		$1K Hold
9
– – ﹤0.01% 562
2018
Q4 		$1K Sell
9
-28
-76% -$2.92K ﹤0.01% 532
2018
Q3 		$4K Hold
37
– – ﹤0.01% 339
2018
Q2 		$4K Hold
37
– – ﹤0.01% 331
2018
Q1 		$5K Hold
37
– – ﹤0.01% 317
2017
Q4 		$5K Buy
37
+28
+311% +$3.11K ﹤0.01% 338
2017
Q3 		$1K Sell
9
-19
-68% -$2.17K ﹤0.01% 593
2017
Q2 		$3K Sell
28
-82
-75% -$10.4K ﹤0.01% 534
2017
Q1 		$14K Buy
110
+59
+116% +$8.02K 0.01% 248
2016
Q4 		$7K Buy
+51
New +$6.61K ﹤0.01% 337

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Omnia Family Wealth's SJM Position: Q2 2019 in Review

Omnia Family Wealth sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 9 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in SJM in Q4 2016 and held it in 10 quarters. The position peaked at $14K in Q1 2017. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Omnia Family Wealth reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 9 J.M. Smucker shares in Q2 2019, an estimated $1K.
  • Omnia Family Wealth first reported a position in J.M. Smucker in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's J.M. Smucker position peaked at $14K in Q1 2017.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.