Wealthcare Capital Management’s J.M. Smucker SJM Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-23	Closed	-$3K	–	566
2021 Q1	$3K	Buy	+23	New	+$2.71K	﹤0.01%	509
2020 Q2	–	Sell	-12	Closed	-$1K	–	211
2020 Q1	$1K	Sell	12 -21	-64%	-$2.25K	﹤0.01%	239
2019 Q4	$3K	Buy	33 +21	+175%	+$2.22K	﹤0.01%	368
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	184
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	176
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	183
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	180
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	184
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	187
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	190
2017 Q4	$1K	Sell	12 -4	-25%	-$444	﹤0.01%	213
2017 Q3	$2K	Hold	16	–	–	﹤0.01%	166
2017 Q2	$2K	Hold	16	–	–	﹤0.01%	159
2017 Q1	$2K	Hold	16	–	–	﹤0.01%	162
2016 Q4	$2K	Hold	16	–	–	﹤0.01%	160
2016 Q3	$2K	Hold	16	–	–	﹤0.01%	173
2016 Q2	$2K	Hold	16	–	–	﹤0.01%	175
2016 Q1	$2K	Hold	16	–	–	﹤0.01%	184
2015 Q4	$2K	Hold	16	–	–	﹤0.01%	196
2015 Q3	$2K	Hold	16	–	–	﹤0.01%	214
2015 Q2	$2K	Sell	16 -154	-91%	-$17.8K	﹤0.01%	336
2015 Q1	$20K	Buy	170 +154	+963%	+$16.9K	﹤0.01%	402
2014 Q4	$2K	Buy	16 +12	+300%	+$1.22K	﹤0.01%	175
2014 Q3	$0	Hold	4	–	–	﹤0.01%	247
2014 Q2	$0	Hold	4	–	–	﹤0.01%	170
2014 Q1	$0	Buy	+4	New	+$389	﹤0.01%	167

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Capital Management's SJM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 23 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in SJM in Q1 2014 and held it in 26 quarters. The position peaked at $20K in Q1 2015. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

Wealthcare Capital Management reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 23 J.M. Smucker shares in Q2 2021, an estimated $3K.
Wealthcare Capital Management first reported a position in J.M. Smucker in Q1 2014 and held it in 26 quarters.
Wealthcare Capital Management's J.M. Smucker position peaked at $20K in Q1 2015.
843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.