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Woodley Farra Manion Portfolio Management’s J.M. Smucker SJM Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-150
Closed -$16K – 338
2020
Q2 		$16K Hold
150
– – ﹤0.01% 245
2020
Q1 		$17K Sell
150
-35
-19% -$3.74K ﹤0.01% 246
2019
Q4 		$19K Buy
+185
New +$19.6K ﹤0.01% 242

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Woodley Farra Manion Portfolio Management's SJM Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 150 shares — an estimated $16K sold.

Woodley Farra Manion Portfolio Management first reported a position in SJM in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q4 2019. 780 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 150 J.M. Smucker shares in Q3 2020, an estimated $16K.
  • Woodley Farra Manion Portfolio Management first reported a position in J.M. Smucker in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's J.M. Smucker position peaked at $19K in Q4 2019.
  • 780 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.