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

TrustCore 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
Q3 		– Sell
-11
Closed -$1K – 915
2020
Q2 		$1K Hold
11
– – ﹤0.01% 852
2020
Q1 		$1K Hold
11
– – ﹤0.01% 844
2019
Q4 		$1K Hold
11
– – ﹤0.01% 865
2019
Q3 		$1K Hold
11
– – ﹤0.01% 924
2019
Q2 		$1K Sell
11
-105
-91% -$12.8K ﹤0.01% 885
2019
Q1 		$14K Buy
+116
New +$12.1K ﹤0.01% 504
2018
Q4 		– Sell
-115
Closed -$12K – 734
2018
Q3 		$12K Sell
115
-6
-5% -$655 ﹤0.01% 535
2018
Q2 		$13K Buy
121
+8
+7% +$898 ﹤0.01% 519
2018
Q1 		$14K Buy
113
+1
+0.9% +$125 0.01% 457
2017
Q4 		$14K Buy
+112
New +$12.4K 0.01% 437

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TrustCore Financial Services's SJM Position: Q3 2020 in Review

TrustCore Financial Services sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in SJM in Q4 2017 and held it in 10 quarters. The position peaked at $14K in Q1 2019. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • TrustCore Financial Services reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 11 J.M. Smucker shares in Q3 2020, an estimated $1K.
  • TrustCore Financial Services first reported a position in J.M. Smucker in Q4 2017 and held it in 10 quarters.
  • TrustCore Financial Services's J.M. Smucker position peaked at $14K in Q1 2019.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on TrustCore Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.