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Wills Financial Group’s J.M. Smucker SJM Stock Holding History

Wills Financial Group’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
Q1 		– Sell
-17,336
Closed -$1.8M – 59
2019
Q4 		$1.8M Sell
17,336
-3,775
-18% -$400K 1.04% 36
2019
Q3 		$2.32M Sell
21,111
-20
-0.1% -$2.23K 1.49% 27
2019
Q2 		$2.43M Buy
21,131
+1,605
+8% +$196K 1.59% 27
2019
Q1 		$2.27M Buy
19,526
+700
+4% +$73.2K 1.54% 27
2018
Q4 		$1.76M Buy
18,826
+3,219
+21% +$336K 1.35% 29
2018
Q3 		$1.6M Buy
+15,607
New +$1.7M 1.06% 32

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
Wells Fargo
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
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

Wills Financial Group's SJM Position: Q1 2020 in Review

Wills Financial Group sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 17,336 shares — an estimated $1.8M sold.

Wills Financial Group first reported a position in SJM in Q3 2018 and held it in 6 quarters. The position peaked at $2.43M in Q2 2019. 758 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Wills Financial Group reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Wills Financial Group sold 17,336 J.M. Smucker shares in Q1 2020, an estimated $1.8M.
  • Wills Financial Group first reported a position in J.M. Smucker in Q3 2018 and held it in 6 quarters.
  • Wills Financial Group's J.M. Smucker position peaked at $2.43M in Q2 2019.
  • 758 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Wills Financial Group's 13F filing for Q1 2020, filed 12 May 2020.