West Oak Capital’s J.M. Smucker SJM Stock Holding History

West Oak Capital’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 Q2	–	Sell	-1,000	Closed	-$111K	–	326
2020 Q1	$111K	Hold	1,000	–	–	0.08%	124
2019 Q4	$104K	Hold	1,000	–	–	0.06%	143
2019 Q3	$110K	Hold	1,000	–	–	0.06%	131
2019 Q2	$115K	Hold	1,000	–	–	0.07%	132
2019 Q1	$117K	Hold	1,000	–	–	0.07%	132
2018 Q4	$93.5K	Hold	1,000	–	–	0.07%	134
2018 Q3	$103K	Hold	1,000	–	–	0.06%	145
2018 Q2	$107K	Hold	1,000	–	–	0.07%	137
2018 Q1	$124K	Sell	1,000 -4,155	-81%	-$519K	0.07%	135
2017 Q4	$640K	Sell	5,155 -3,970	-44%	-$441K	0.39%	72
2017 Q3	$957K	Buy	9,125 +386	+4%	+$44.1K	0.57%	61
2017 Q2	$1.03M	Buy	8,739 +634	+8%	+$80.1K	0.63%	59
2017 Q1	$1.06M	Buy	8,105 +1,200	+17%	+$163K	0.65%	57
2016 Q4	$884K	Buy	6,905 +3,955	+134%	+$513K	0.59%	60
2016 Q3	$400K	Buy	2,950 +1,950	+195%	+$286K	0.28%	89
2016 Q2	$152K	Hold	1,000	–	–	0.11%	115
2016 Q1	$130K	Hold	1,000	–	–	0.1%	117
2015 Q4	$123K	Hold	1,000	–	–	0.1%	122
2015 Q3	$114K	Hold	1,000	–	–	0.09%	123
2015 Q2	$108K	Hold	1,000	–	–	0.08%	125
2015 Q1	$116K	Hold	1,000	–	–	0.08%	123
2014 Q4	$101K	Hold	1,000	–	–	0.07%	123
2014 Q3	$99K	Hold	1,000	–	–	0.07%	123
2014 Q2	$107K	Hold	1,000	–	–	0.08%	120
2014 Q1	$97.2K	Hold	1,000	–	–	0.07%	121
2013 Q4	$104K	Hold	1,000	–	–	0.08%	116
2013 Q3	$105K	Hold	1,000	–	–	0.08%	117
2013 Q2	$103K	Buy	+1,000	New	+$102K	0.09%	119

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

CIP

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

West Oak Capital's SJM Position: Q2 2020 in Review

West Oak Capital sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 1,000 shares — an estimated $111K sold.

West Oak Capital first reported a position in SJM in Q2 2013 and held it in 28 quarters. The position peaked at $1.06M in Q1 2017. 756 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

West Oak Capital reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
West Oak Capital sold 1,000 J.M. Smucker shares in Q2 2020, an estimated $111K.
West Oak Capital first reported a position in J.M. Smucker in Q2 2013 and held it in 28 quarters.
West Oak Capital's J.M. Smucker position peaked at $1.06M in Q1 2017.
756 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on West Oak Capital's 13F filing for Q2 2020, filed 6 Jul 2020.