Whitener Capital Management’s J.M. Smucker SJM Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-291	Closed	-$32K	–	376
2019 Q3	$32K	Hold	291	–	–	0.02%	260
2019 Q2	$33K	Buy	291 +100	+52%	+$12.2K	0.02%	256
2019 Q1	$22K	Hold	191	–	–	0.01%	280
2018 Q4	$17K	Hold	191	–	–	0.01%	273
2018 Q3	$19K	Buy	+191	New	+$20.9K	0.01%	285
2018 Q2	–	Sell	-191	Closed	-$23K	–	353
2018 Q1	$23K	Hold	191	–	–	0.02%	263
2017 Q4	$23K	Buy	+191	New	+$21.2K	0.02%	242

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

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

Whitener Capital Management's SJM Position: Q4 2019 in Review

Whitener Capital Management sold out of J.M. Smucker (SJM) in Q4 2019, closing a stake of 291 shares — an estimated $32K sold.

Whitener Capital Management first reported a position in SJM in Q4 2017 and held it in 7 quarters. The position peaked at $33K in Q2 2019. 768 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

Whitener Capital Management reported no remaining J.M. Smucker position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 291 J.M. Smucker shares in Q4 2019, an estimated $32K.
Whitener Capital Management first reported a position in J.M. Smucker in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's J.M. Smucker position peaked at $33K in Q2 2019.
768 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.