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AIA Investment Management’s J.M. Smucker SJM Stock Holding History

AIA Investment 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 		$97K Buy
836
+265
+46% +$29.5K 0.02% 236
2020
Q2 		$60K Hold
571
– – 0.01% 216
2020
Q1 		$63K Buy
571
+112
+24% +$12K 0.01% 199
2019
Q4 		$48K Buy
459
+120
+35% +$12.7K 0.06% 204
2019
Q3 		$37K Buy
+339
New +$37.8K 0.04% 228

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 $298B AUM 21.96% 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

AIA Investment Management's SJM Position: Q3 2020 in Review

AIA Investment Management increased its J.M. Smucker (SJM) stake by 46% in Q3 2020, buying an estimated $29.5K and bringing the position to 836 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #236.

AIA Investment Management first reported a position in SJM in Q3 2019 and has held it in 5 quarters since. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • AIA Investment Management held 836 shares of J.M. Smucker worth $97K as of Q3 2020.
  • AIA Investment Management bought 265 J.M. Smucker shares in Q3 2020, an estimated $29.5K.
  • J.M. Smucker made up 0.02% of AIA Investment Management's portfolio in Q3 2020, its #236 holding.
  • AIA Investment Management first reported a position in J.M. Smucker in Q3 2019 and has held it in 5 quarters since.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.