Regal Wealth Group’s J.M. Smucker SJM Stock Holding History

Regal Wealth Group’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
2021 Q2	–	Sell	-624	Closed	-$79K	–	210
2021 Q1	$79K	Hold	624	–	–	0.05%	74
2020 Q4	$72K	Hold	624	–	–	0.04%	75
2020 Q3	$72K	Buy	624 +1	+0.2%	+$111	0.06%	69
2020 Q2	$66K	Sell	623 -1	-0.2%	-$112	0.05%	71
2020 Q1	$69K	Hold	624	–	–	0.07%	63
2019 Q4	$65K	Buy	624 +1	+0.2%	+$106	0.04%	74
2019 Q3	$69K	Sell	623 -1	-0.2%	-$111	0.05%	64
2019 Q2	$72K	Hold	624	–	–	0.05%	69
2019 Q1	$73K	Hold	624	–	–	0.05%	64
2018 Q4	$58K	Buy	624 +1	+0.2%	+$104	0.05%	66
2018 Q3	$64K	Sell	623 -1	-0.2%	-$109	0.04%	69
2018 Q2	$67K	Hold	624	–	–	0.07%	68
2018 Q1	$77K	Buy	624 +1	+0.2%	+$125	0.06%	62
2017 Q4	$78K	Sell	623 -1	-0.2%	-$111	0.06%	63
2017 Q3	$65K	Hold	624	–	–	0.05%	65
2017 Q2	$74K	Hold	624	–	–	0.06%	61
2017 Q1	$82K	Hold	624	–	–	0.06%	59
2016 Q4	$80K	Hold	624	–	–	0.07%	56
2016 Q3	$85K	Hold	624	–	–	0.08%	46
2016 Q2	$95K	Hold	624	–	–	0.09%	45
2016 Q1	$81K	Hold	624	–	–	0.08%	48
2015 Q4	$77K	Buy	+624	New	+$74.4K	0.08%	51

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regal Wealth Group's SJM Position: Q2 2021 in Review

Regal Wealth Group sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 624 shares — an estimated $79K sold.

Regal Wealth Group first reported a position in SJM in Q4 2015 and held it in 22 quarters. The position peaked at $95K in Q2 2016. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

Regal Wealth Group reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 624 J.M. Smucker shares in Q2 2021, an estimated $79K.
Regal Wealth Group first reported a position in J.M. Smucker in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's J.M. Smucker position peaked at $95K in Q2 2016.
843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.