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Westover Capital Advisors’s J.M. Smucker SJM Stock Holding History

Westover Capital Advisors’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
2021
Q1 		– Sell
-2,187
Closed -$253K – 173
2020
Q4 		$253K Hold
2,187
– – 0.09% 133
2020
Q3 		$253K Buy
2,187
+187
+9% +$20.8K 0.1% 120
2020
Q2 		$212K Hold
2,000
– – 0.1% 109
2020
Q1 		$222K Hold
2,000
– – 0.12% 106
2019
Q4 		$208K Hold
2,000
– – 0.09% 138
2019
Q3 		$220K Hold
2,000
– – 0.1% 128
2019
Q2 		$230K Hold
2,000
– – 0.11% 124
2019
Q1 		$233K Buy
+2,000
New +$209K 0.12% 118

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westover Capital Advisors's SJM Position: Q1 2021 in Review

Westover Capital Advisors sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 2,187 shares — an estimated $253K sold.

Westover Capital Advisors first reported a position in SJM in Q1 2019 and held it in 8 quarters. The position peaked at $253K in Q4 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Westover Capital Advisors reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Westover Capital Advisors sold 2,187 J.M. Smucker shares in Q1 2021, an estimated $253K.
  • Westover Capital Advisors first reported a position in J.M. Smucker in Q1 2019 and held it in 8 quarters.
  • Westover Capital Advisors's J.M. Smucker position peaked at $253K in Q4 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Westover Capital Advisors's 13F filing for Q1 2021, filed 18 May 2021.