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Orion Portfolio Solutions’s J.M. Smucker SJM Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-610
Closed -$65K – 1773
2020
Q2 		$65K Buy
610
+149
+32% +$16.7K ﹤0.01% 648
2020
Q1 		$51K Buy
461
+137
+42% +$14.6K ﹤0.01% 589
2019
Q4 		$34K Buy
+324
New +$34.3K ﹤0.01% 637

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's SJM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 610 shares — an estimated $65K sold.

Orion Portfolio Solutions first reported a position in SJM in Q4 2019 and held it in 3 quarters. The position peaked at $65K in Q2 2020. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 610 J.M. Smucker shares in Q3 2020, an estimated $65K.
  • Orion Portfolio Solutions first reported a position in J.M. Smucker in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's J.M. Smucker position peaked at $65K in Q2 2020.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.