SWM
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Sugarloaf Wealth Management’s J.M. Smucker SJM Stock Holding History

Sugarloaf 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
Q4 		– Sell
-300
Closed -$35K – 752
2020
Q3 		$35K Hold
300
– – 0.01% 279
2020
Q2 		$32K Hold
300
– – 0.01% 292
2020
Q1 		$33K Hold
300
– – 0.01% 271
2019
Q4 		$31K Buy
+300
New +$31.8K 0.01% 307

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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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sugarloaf Wealth Management's SJM Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 300 shares — an estimated $35K sold.

Sugarloaf Wealth Management first reported a position in SJM in Q4 2019 and held it in 4 quarters. The position peaked at $35K in Q3 2020. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 300 J.M. Smucker shares in Q4 2020, an estimated $35K.
  • Sugarloaf Wealth Management first reported a position in J.M. Smucker in Q4 2019 and held it in 4 quarters.
  • Sugarloaf Wealth Management's J.M. Smucker position peaked at $35K in Q3 2020.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.