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AJO LP’s J.M. Smucker SJM Stock Holding History

AJO LP’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
Q4 		– Sell
-37,294
Closed -$4.31M – 600
2020
Q3 		$4.31M Sell
37,294
-3,595
-9% -$401K 0.05% 280
2020
Q2 		$4.33M Buy
+40,889
New +$4.59M 0.04% 291
2014
Q1 		– Sell
-15,000
Closed -$1.55M – 453
2013
Q4 		$1.55M Sell
15,000
-87,900
-85% -$9.32M 0.01% 353
2013
Q3 		$10.8M Sell
102,900
-7,600
-7% -$823K 0.05% 185
2013
Q2 		$11.4M Buy
+110,500
New +$11.3M 0.05% 187

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AJO LP's SJM Position: Q4 2020 in Review

AJO LP sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 37,294 shares — an estimated $4.31M sold.

AJO LP first reported a position in SJM in Q2 2013 and held it in 5 quarters. The position peaked at $11.4M in Q2 2013. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • AJO LP reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 37,294 J.M. Smucker shares in Q4 2020, an estimated $4.31M.
  • AJO LP first reported a position in J.M. Smucker in Q2 2013 and held it in 5 quarters.
  • AJO LP's J.M. Smucker position peaked at $11.4M in Q2 2013.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.