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Well Done LLC’s J.M. Smucker SJM Stock Holding History

Well Done LLC’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
Q1 		– Sell
-203
Closed -$19K – 563
2018
Q4 		$19K Buy
+203
New +$21.2K 0.01% 371
2018
Q2 		– Sell
-1,495
Closed -$185K – 455
2018
Q1 		$185K Buy
+1,495
New +$187K 0.06% 113
2017
Q4 		– Sell
-1,920
Closed -$201K – 145
2017
Q3 		$201K Buy
+1,920
New +$219K 0.06% 136

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Well Done LLC's SJM Position: Q1 2019 in Review

Well Done LLC sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 203 shares — an estimated $19K sold.

Well Done LLC first reported a position in SJM in Q3 2017 and held it in 3 quarters. The position peaked at $201K in Q3 2017. 808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • Well Done LLC reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 203 J.M. Smucker shares in Q1 2019, an estimated $19K.
  • Well Done LLC first reported a position in J.M. Smucker in Q3 2017 and held it in 3 quarters.
  • Well Done LLC's J.M. Smucker position peaked at $201K in Q3 2017.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.