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Willingdon Wealth Management’s J.M. Smucker SJM Stock Holding History

Willingdon Wealth 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
-24
Closed -$3K – 516
2019
Q3 		$3K Buy
+24
New +$2.67K ﹤0.01% 322
2018
Q2 		– Sell
-2
Closed – – 347
2018
Q1 		$0 Sell
2
-43
-96% -$5.37K ﹤0.01% 377
2017
Q4 		$6K Buy
+45
New +$5K ﹤0.01% 278

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Willingdon Wealth Management's SJM Position: Q4 2019 in Review

Willingdon Wealth Management sold out of J.M. Smucker (SJM) in Q4 2019, closing a stake of 24 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in SJM in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 768 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

  • Willingdon Wealth Management reported no remaining J.M. Smucker position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 24 J.M. Smucker shares in Q4 2019, an estimated $3K.
  • Willingdon Wealth Management first reported a position in J.M. Smucker in Q4 2017 and held it in 3 quarters.
  • Willingdon Wealth Management's J.M. Smucker position peaked at $6K in Q4 2017.
  • 768 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.