WealthStone’s J.M. Smucker SJM Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-430	Closed	-$49.5K	–	509
2019 Q2	$49.5K	Buy	+430	New	+$52.5K	0.02%	180

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

WealthStone's SJM Position: Q3 2019 in Review

WealthStone sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 430 shares — an estimated $49.5K sold.

WealthStone first reported a position in SJM in Q2 2019 and held it in 1 quarter. The position peaked at $49.5K in Q2 2019. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

WealthStone reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
WealthStone sold 430 J.M. Smucker shares in Q3 2019, an estimated $49.5K.
WealthStone first reported a position in J.M. Smucker in Q2 2019 and held it in 1 quarter.
WealthStone's J.M. Smucker position peaked at $49.5K in Q2 2019.
741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.