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Price Wealth’s J.M. Smucker SJM Stock Holding History

Price 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
2020
Q3 		$7K Hold
62
– – ﹤0.01% 318
2020
Q2 		$7K Hold
62
– – ﹤0.01% 212
2020
Q1 		$7K Buy
62
+21
+51% +$2.25K ﹤0.01% 186
2019
Q4 		$4K Buy
+41
New +$4.34K ﹤0.01% 201
2018
Q3 		– Sell
-34
Closed -$4K – 395
2018
Q2 		$4K Buy
34
+17
+100% +$1.91K ﹤0.01% 389
2018
Q1 		$2K Sell
17
-17
-50% -$2.12K ﹤0.01% 306
2017
Q4 		$4K Buy
+34
New +$3.78K ﹤0.01% 263

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

Price Wealth's SJM Position: Q3 2020 in Review

Price Wealth held its J.M. Smucker (SJM) position steady in Q3 2020 at 62 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Price Wealth first reported a position in SJM in Q4 2017 and has held it in 7 quarters since. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Price Wealth held 62 shares of J.M. Smucker worth $7K as of Q3 2020.
  • Price Wealth left its J.M. Smucker share count unchanged in Q3 2020.
  • J.M. Smucker made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #318 holding.
  • Price Wealth first reported a position in J.M. Smucker in Q4 2017 and has held it in 7 quarters since.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.