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Personal CFO Solutions’s J.M. Smucker SJM Stock Holding History

Personal CFO 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
Q1 		– Sell
-2,643
Closed -$272K – 355
2019
Q4 		$272K Sell
2,643
-474
-15% -$50.2K 0.08% 238
2019
Q3 		$440K Buy
+3,117
New +$347K 0.18% 148

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
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
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

Personal CFO Solutions's SJM Position: Q1 2020 in Review

Personal CFO Solutions sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 2,643 shares — an estimated $272K sold.

Personal CFO Solutions first reported a position in SJM in Q3 2019 and held it in 2 quarters. The position peaked at $440K in Q3 2019. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Personal CFO Solutions reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 2,643 J.M. Smucker shares in Q1 2020, an estimated $272K.
  • Personal CFO Solutions first reported a position in J.M. Smucker in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's J.M. Smucker position peaked at $440K in Q3 2019.
  • 757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.