Raab & Moskowitz Asset Management’s J.M. Smucker SJM Stock Holding History

Raab & Moskowitz Asset Management’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	-18	Closed	-$1K	–	440
2019 Q4	$1K	Buy	+18	New	+$1.91K	﹤0.01%	519
2018 Q4	–	Sell	-18	Closed	-$1K	–	435
2018 Q3	$1K	Buy	+18	New	+$1.97K	﹤0.01%	532
2015 Q1	–	Sell	-571	Closed	-$58K	–	325
2014 Q4	$58K	Buy	+571	New	+$57.8K	0.03%	182

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raab & Moskowitz Asset Management's SJM Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 18 shares — an estimated $1K sold.

Raab & Moskowitz Asset Management first reported a position in SJM in Q4 2014 and held it in 3 quarters. The position peaked at $58K in Q4 2014. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 18 J.M. Smucker shares in Q1 2020, an estimated $1K.
Raab & Moskowitz Asset Management first reported a position in J.M. Smucker in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's J.M. Smucker position peaked at $58K in Q4 2014.
757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.