SFA
SJM icon

Spectrum Financial Alliance’s J.M. Smucker SJM Stock Holding History

Spectrum Financial Alliance’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
2019
Q1 		– Sell
-2
Closed – – 86
2018
Q4 		$0 Hold
2
– – ﹤0.01% 119
2018
Q3 		$0 Hold
2
– – ﹤0.01% 121
2018
Q2 		$0 Hold
2
– – ﹤0.01% 139
2018
Q1 		$0 Buy
+2
New +$250 ﹤0.01% 152

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Spectrum Financial Alliance's SJM Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 2 shares.

Spectrum Financial Alliance first reported a position in SJM in Q1 2018 and held it in 4 quarters. The position peaked at $0 in Q4 2018. 808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 2 J.M. Smucker shares in Q1 2019.
  • Spectrum Financial Alliance first reported a position in J.M. Smucker in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's J.M. Smucker position peaked at $0 in Q4 2018.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.