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Sheets Smith Wealth Management’s J.M. Smucker SJM Stock Holding History

Sheets Smith Wealth 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
-16,223
Closed -$1.69M – 320
2019
Q4 		$1.69M Sell
16,223
-300
-2% -$31.8K 0.32% 80
2019
Q3 		$1.82M Hold
16,523
– – 0.37% 72
2019
Q2 		$1.9M Sell
16,523
-300
-2% -$36.6K 0.39% 79
2019
Q1 		$1.96M Sell
16,823
-100
-0.6% -$10.5K 0.42% 68
2018
Q4 		$1.58M Sell
16,923
-300
-2% -$31.3K 0.43% 75
2018
Q3 		$1.77M Buy
17,223
+5
+0% +$546 0.37% 72
2018
Q2 		$1.85M Buy
17,218
+200
+1% +$22.5K 0.43% 61
2018
Q1 		$2.11M Hold
17,018
– – 0.51% 51
2017
Q4 		$2.11M Buy
17,018
+4,500
+36% +$500K 0.5% 53
2017
Q3 		$1.31M Buy
12,518
+1,250
+11% +$143K 0.33% 83
2017
Q2 		$1.33M Sell
11,268
-26
-0.2% -$3.29K 0.35% 82
2017
Q1 		$1.48M Sell
11,294
-1,500
-12% -$204K 0.39% 77
2016
Q4 		$1.64M Hold
12,794
– – 0.46% 65
2016
Q3 		$1.73M Buy
12,794
+200
+2% +$29.4K 0.49% 58
2016
Q2 		$1.92M Sell
12,594
-400
-3% -$53.2K 0.56% 52
2016
Q1 		$1.69M Hold
12,994
– – 0.52% 55
2015
Q4 		$1.6M Buy
12,994
+100
+0.8% +$11.9K 0.48% 60
2015
Q3 		$1.47M Buy
12,894
+345
+3% +$38.5K 0.5% 59
2015
Q2 		$1.36M Sell
12,549
-350
-3% -$40.5K 0.37% 79
2015
Q1 		$1.49M Sell
12,899
-9,900
-43% -$1.09M 0.41% 74
2014
Q4 		$2.3M Hold
22,799
– – 0.6% 48
2014
Q3 		$2.26M Buy
22,799
+5,300
+30% +$544K 0.61% 50
2014
Q2 		$1.86M Hold
17,499
– – 0.5% 53
2014
Q1 		$1.7M Buy
17,499
+300
+2% +$29.2K 0.48% 57
2013
Q4 		$1.78M Hold
17,199
– – 0.49% 55
2013
Q3 		$1.81M Buy
17,199
+500
+3% +$54.1K 0.59% 50
2013
Q2 		$1.72M Buy
+16,699
New +$1.7M 0.58% 52

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sheets Smith Wealth Management's SJM Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 16,223 shares — an estimated $1.69M sold.

Sheets Smith Wealth Management first reported a position in SJM in Q2 2013 and held it in 27 quarters. The position peaked at $2.3M in Q4 2014. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 16,223 J.M. Smucker shares in Q1 2020, an estimated $1.69M.
  • Sheets Smith Wealth Management first reported a position in J.M. Smucker in Q2 2013 and held it in 27 quarters.
  • Sheets Smith Wealth Management's J.M. Smucker position peaked at $2.3M in Q4 2014.
  • 757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.