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WESPAC Advisors SoCal’s J.M. Smucker SJM Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-3
Closed – – 258
2019
Q1 		$0 Hold
3
– – ﹤0.01% 361
2018
Q4 		$0 Hold
3
– – ﹤0.01% 367
2018
Q3 		$0 Buy
+3
New +$328 ﹤0.01% 317
2018
Q2 		– Sell
-3
Closed – – 224
2018
Q1 		$0 Hold
3
– – ﹤0.01% 296
2017
Q4 		$0 Hold
3
– – ﹤0.01% 281
2017
Q3 		$0 Hold
3
– – ﹤0.01% 274
2017
Q2 		$0 Sell
3
-23,447
-100% -$2.96M ﹤0.01% 251
2017
Q1 		$3.07M Sell
23,450
-13,980
-37% -$1.9M 1.91% 26
2016
Q4 		$4.79M Sell
37,430
-894
-2% -$116K 3.1% 12
2016
Q3 		$5.19M Buy
38,324
+641
+2% +$94.1K 3.51% 5
2016
Q2 		$5.74M Sell
37,683
-1,170
-3% -$156K 3.74% 5
2016
Q1 		$5.04M Sell
38,853
-785
-2% -$98.9K 3.72% 7
2015
Q4 		$4.89M Buy
+39,638
New +$4.72M 3.23% 11

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors SoCal's SJM Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 3 shares.

WESPAC Advisors SoCal first reported a position in SJM in Q4 2015 and held it in 13 quarters. The position peaked at $5.74M in Q2 2016. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 3 J.M. Smucker shares in Q2 2019.
  • WESPAC Advisors SoCal first reported a position in J.M. Smucker in Q4 2015 and held it in 13 quarters.
  • WESPAC Advisors SoCal's J.M. Smucker position peaked at $5.74M in Q2 2016.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.