6 Meridian’s J.M. Smucker SJM Stock Holding History

6 Meridian’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
2021 Q4	$233K	Buy	1,716 +14	+0.8%	+$1.78K	0.02%	312
2021 Q3	$204K	Sell	1,702 -68	-4%	-$8.64K	0.02%	366
2021 Q2	$229K	Sell	1,770 -65	-4%	-$8.63K	0.02%	291
2021 Q1	$232K	Buy	+1,835	New	+$217K	0.02%	266
2020 Q3	–	Sell	-2,125	Closed	-$225K	–	370
2020 Q2	$225K	Sell	2,125 -3,604	-63%	-$405K	0.02%	269
2020 Q1	$636K	Buy	5,729 +634	+12%	+$67.8K	0.07%	166
2019 Q4	$531K	Buy	5,095 +231	+5%	+$24.5K	0.05%	347
2019 Q3	$535K	Buy	4,864 +201	+4%	+$22.4K	0.05%	333
2019 Q2	$537K	Buy	4,663 +71	+2%	+$8.67K	0.05%	259
2019 Q1	$535K	Buy	4,592 +101	+2%	+$10.6K	0.05%	212
2018 Q4	$420K	Sell	4,491 -44	-1%	-$4.59K	0.05%	317
2018 Q3	$465K	Buy	+4,535	New	+$495K	0.05%	354

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

6 Meridian's SJM Position: Q4 2021 in Review

6 Meridian increased its J.M. Smucker (SJM) stake by 0.82% in Q4 2021, buying an estimated $1.78K and bringing the position to 1,716 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #312.

6 Meridian first reported a position in SJM in Q3 2018 and has held it in 12 quarters since. The position peaked at $636K in Q1 2020. 893 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

6 Meridian held 1,716 shares of J.M. Smucker worth $233K as of Q4 2021.
6 Meridian bought 14 J.M. Smucker shares in Q4 2021, an estimated $1.78K.
J.M. Smucker made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #312 holding.
6 Meridian first reported a position in J.M. Smucker in Q3 2018 and has held it in 12 quarters since.
6 Meridian's J.M. Smucker position peaked at $636K in Q1 2020.
893 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.