RMR Wealth Builders’s J.M. Smucker SJM Stock Holding History

RMR Wealth Builders’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	-6	Closed	-$1K	–	616
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	768
2020 Q4	$1K	Buy	+6	New	+$697	﹤0.01%	510

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 $3.38T AUM 44.17% 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

RMR Wealth Builders's SJM Position: Q2 2021 in Review

RMR Wealth Builders sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

RMR Wealth Builders first reported a position in SJM in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

RMR Wealth Builders reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 6 J.M. Smucker shares in Q2 2021, an estimated $1K.
RMR Wealth Builders first reported a position in J.M. Smucker in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's J.M. Smucker position peaked at $1K in Q1 2021.
843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.