WFA of San Diego’s J.M. Smucker SJM Stock Holding History

WFA of San Diego’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 Q3	–	Sell	-4,474	Closed	-$478K	–	216
2020 Q2	$478K	Buy	+4,474	New	+$503K	0.11%	159

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

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

CIP

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

WFA of San Diego's SJM Position: Q3 2020 in Review

WFA of San Diego sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 4,474 shares — an estimated $478K sold.

WFA of San Diego first reported a position in SJM in Q2 2020 and held it in 1 quarter. The position peaked at $478K in Q2 2020. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

WFA of San Diego reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 4,474 J.M. Smucker shares in Q3 2020, an estimated $478K.
WFA of San Diego first reported a position in J.M. Smucker in Q2 2020 and held it in 1 quarter.
WFA of San Diego's J.M. Smucker position peaked at $478K in Q2 2020.
779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.