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

Smith Salley 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
Q2 		– Sell
-1,850
Closed -$205K – 194
2020
Q1 		$205K Buy
+1,850
New +$198K 0.03% 173
2019
Q4 		– Sell
-1,948
Closed -$214K – 201
2019
Q3 		$214K Sell
1,948
-11
-0.6% -$1.23K 0.03% 182
2019
Q2 		$226K Buy
1,959
+60
+3% +$7.33K 0.03% 174
2019
Q1 		$221K Buy
+1,899
New +$198K 0.04% 166
2018
Q3 		– Sell
-1,903
Closed -$205K – 192
2018
Q2 		$205K Buy
1,903
+9
+0.5% +$1.01K 0.04% 175
2018
Q1 		$235K Sell
1,894
-12
-0.6% -$1.5K 0.04% 163
2017
Q4 		$237K Buy
+1,906
New +$212K 0.04% 165
2017
Q3 		– Sell
-1,890
Closed -$224K – 178
2017
Q2 		$224K Sell
1,890
-102
-5% -$12.9K 0.05% 159
2017
Q1 		$261K Buy
1,992
+259
+15% +$35.2K 0.05% 146
2016
Q4 		$222K Sell
1,733
-112
-6% -$14.5K 0.05% 147
2016
Q3 		$250K Sell
1,845
-256
-12% -$37.6K 0.06% 134
2016
Q2 		$320K Buy
2,101
+176
+9% +$23.4K 0.07% 124
2016
Q1 		$250K Hold
1,925
– – 0.06% 135
2015
Q4 		$237K Buy
1,925
+37
+2% +$4.41K 0.06% 138
2015
Q3 		$215K Buy
+1,888
New +$211K 0.06% 144
2015
Q2 		– Sell
-1,809
Closed -$209K – 166
2015
Q1 		$209K Buy
+1,809
New +$198K 0.05% 157

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Smith Salley Wealth Management's SJM Position: Q2 2020 in Review

Smith Salley Wealth Management sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 1,850 shares — an estimated $205K sold.

Smith Salley Wealth Management first reported a position in SJM in Q1 2015 and held it in 16 quarters. The position peaked at $320K in Q2 2016. 756 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Smith Salley Wealth Management reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Smith Salley Wealth Management sold 1,850 J.M. Smucker shares in Q2 2020, an estimated $205K.
  • Smith Salley Wealth Management first reported a position in J.M. Smucker in Q1 2015 and held it in 16 quarters.
  • Smith Salley Wealth Management's J.M. Smucker position peaked at $320K in Q2 2016.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Smith Salley Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.