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Winthrop Partners - WNY’s J.M. Smucker SJM Stock Holding History

Winthrop Partners - WNY’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
Q3 		– Sell
-34
Closed -$3.92K – 299
2019
Q2 		$3.92K Hold
34
– – ﹤0.01% 213
2019
Q1 		$3.93K Hold
34
– – ﹤0.01% 217
2018
Q4 		$3.18K Hold
34
– – ﹤0.01% 233
2018
Q3 		$3.49K Sell
34
-40
-54% -$4.37K ﹤0.01% 272
2018
Q2 		$7.95K Sell
74
-8
-10% -$898 0.01% 267
2018
Q1 		$10.3K Buy
+82
New +$10.2K 0.01% 330

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Winthrop Partners - WNY's SJM Position: Q3 2019 in Review

Winthrop Partners - WNY sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 34 shares — an estimated $3.92K sold.

Winthrop Partners - WNY first reported a position in SJM in Q1 2018 and held it in 6 quarters. The position peaked at $10.3K in Q1 2018. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Winthrop Partners - WNY reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Winthrop Partners - WNY sold 34 J.M. Smucker shares in Q3 2019, an estimated $3.92K.
  • Winthrop Partners - WNY first reported a position in J.M. Smucker in Q1 2018 and held it in 6 quarters.
  • Winthrop Partners - WNY's J.M. Smucker position peaked at $10.3K in Q1 2018.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.