Weil Company’s J.M. Smucker SJM Stock Holding History

Weil Company’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 Q4	–	Sell	-10	Closed	-$1K	–	288
2019 Q3	$1K	Buy	+10	New	+$1.11K	﹤0.01%	377

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weil Company's SJM Position: Q4 2019 in Review

Weil Company sold out of J.M. Smucker (SJM) in Q4 2019, closing a stake of 10 shares — an estimated $1K sold.

Weil Company first reported a position in SJM in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 768 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

Weil Company reported no remaining J.M. Smucker position as of Q4 2019 after selling out during the quarter.
Weil Company sold 10 J.M. Smucker shares in Q4 2019, an estimated $1K.
Weil Company first reported a position in J.M. Smucker in Q3 2019 and held it in 1 quarter.
Weil Company's J.M. Smucker position peaked at $1K in Q3 2019.
768 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.