Wealthspire Advisors (Maryland)’s J.M. Smucker SJM Stock Holding History

Wealthspire Advisors (Maryland)’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	$237K	Sell	2,051 -18	-0.9%	-$2.01K	0.01%	407
2020 Q2	$219K	Buy	2,069 +62	+3%	+$6.97K	0.02%	403
2020 Q1	$223K	Buy	+2,007	New	+$215K	0.02%	363
2019 Q4	–	Sell	-1,842	Closed	-$203K	–	512
2019 Q3	$203K	Sell	1,842 -115	-6%	-$12.8K	0.01%	439
2019 Q2	$225K	Sell	1,957 -13	-0.7%	-$1.59K	0.02%	409
2019 Q1	$230K	Sell	1,970 -3	-0.2%	-$314	0.02%	409
2018 Q4	$184K	Sell	1,973 -2,346	-54%	-$245K	0.02%	418
2018 Q3	$443K	Sell	4,319 -448	-9%	-$48.9K	0.04%	270
2018 Q2	$512K	Buy	4,767 +579	+14%	+$65K	0.05%	233
2018 Q1	$519K	Sell	4,188 -441	-10%	-$55.1K	0.05%	238
2017 Q4	$575K	Sell	4,629 -750	-14%	-$83.3K	0.06%	229
2017 Q3	$564K	Buy	5,379 +59	+1%	+$6.74K	0.06%	220
2017 Q2	$630K	Buy	5,320 +1,528	+40%	+$193K	0.07%	182
2017 Q1	$497K	Sell	3,792 -1,001	-21%	-$136K	0.07%	187
2016 Q4	$614K	Sell	4,793 -60	-1%	-$7.78K	0.09%	141
2016 Q3	$658K	Sell	4,853 -109	-2%	-$16K	0.1%	139
2016 Q2	$756K	Sell	4,962 -89	-2%	-$11.8K	0.13%	123
2016 Q1	$656K	Sell	5,051 -478	-9%	-$60.2K	0.12%	126
2015 Q4	$682K	Buy	+5,529	New	+$659K	0.13%	117

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SJM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its J.M. Smucker (SJM) stake by 0.87% in Q3 2020, selling an estimated $2.01K and leaving 2,051 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #407.

Wealthspire Advisors (Maryland) first reported a position in SJM in Q4 2015 and has held it in 19 quarters since. The position peaked at $756K in Q2 2016. 780 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

Wealthspire Advisors (Maryland) held 2,051 shares of J.M. Smucker worth $237K as of Q3 2020.
Wealthspire Advisors (Maryland) sold 18 J.M. Smucker shares in Q3 2020, an estimated $2.01K.
J.M. Smucker made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #407 holding.
Wealthspire Advisors (Maryland) first reported a position in J.M. Smucker in Q4 2015 and has held it in 19 quarters since.
Wealthspire Advisors (Maryland)'s J.M. Smucker position peaked at $756K in Q2 2016.
780 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.