VAG
SJM icon

VisionPoint Advisory Group’s J.M. Smucker SJM Stock Holding History

VisionPoint Advisory Group’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
2021
Q1 		– Sell
-2,352
Closed -$272K – 144
2020
Q4 		$272K Sell
2,352
-9,807
-81% -$1.14M 0.14% 119
2020
Q3 		$1.41M Sell
12,159
-6,036
-33% -$673K 0.61% 34
2020
Q2 		$1.97M Sell
18,195
-563
-3% -$63.3K 0.8% 30
2020
Q1 		$2.08M Buy
+18,758
New +$2.01M 0.97% 28

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B 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

VisionPoint Advisory Group's SJM Position: Q1 2021 in Review

VisionPoint Advisory Group sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 2,352 shares — an estimated $272K sold.

VisionPoint Advisory Group first reported a position in SJM in Q1 2020 and held it in 4 quarters. The position peaked at $2.08M in Q1 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • VisionPoint Advisory Group reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,352 J.M. Smucker shares in Q1 2021, an estimated $272K.
  • VisionPoint Advisory Group first reported a position in J.M. Smucker in Q1 2020 and held it in 4 quarters.
  • VisionPoint Advisory Group's J.M. Smucker position peaked at $2.08M in Q1 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on VisionPoint Advisory Group's 13F filing for Q1 2021, filed 14 May 2021.