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Squar Milner Financial Services’s J.M. Smucker SJM Stock Holding History

Squar Milner Financial Services’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
-520
Closed -$57K – 621
2020
Q1 		$57K Hold
520
– – 0.03% 349
2019
Q4 		$54K Buy
+520
New +$55K 0.03% 400
2019
Q3 		– Sell
-1,232
Closed -$142K – 624
2019
Q2 		$142K Sell
1,232
-220
-15% -$26.9K 0.1% 215
2019
Q1 		$169K Hold
1,452
– – 0.12% 187
2018
Q4 		$136K Hold
1,452
– – 0.13% 183
2018
Q3 		$149K Sell
1,452
-32
-2% -$3.5K 0.13% 194
2018
Q2 		$160K Buy
+1,484
New +$167K 0.14% 189

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Squar Milner Financial Services's SJM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 520 shares — an estimated $57K sold.

Squar Milner Financial Services first reported a position in SJM in Q2 2018 and held it in 7 quarters. The position peaked at $169K in Q1 2019. 756 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Squar Milner Financial Services reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 520 J.M. Smucker shares in Q2 2020, an estimated $57K.
  • Squar Milner Financial Services first reported a position in J.M. Smucker in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's J.M. Smucker position peaked at $169K in Q1 2019.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.