AIM
SJM icon

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

Alambic 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 		– Sell
-2,250
Closed -$238K – 147
2020
Q2 		$238K Buy
+2,250
New +$253K 0.6% 72
2018
Q2 		– Sell
-7,162
Closed -$888K – 439
2018
Q1 		$888K Sell
7,162
-9,200
-56% -$1.15M 0.12% 241
2017
Q4 		$2.03M Sell
16,362
-42,021
-72% -$4.67M 0.24% 143
2017
Q3 		$6.13M Buy
58,383
+21,927
+60% +$2.5M 0.67% 21
2017
Q2 		$4.31M Sell
36,456
-17,082
-32% -$2.16M 0.53% 38
2017
Q1 		$7.02M Buy
+53,538
New +$7.28M 0.86% 4

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $617B AUM 30.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Alambic Investment Management sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 2,250 shares — an estimated $238K sold.

Alambic Investment Management first reported a position in SJM in Q1 2017 and held it in 6 quarters. The position peaked at $7.02M in Q1 2017. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Alambic Investment Management reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • Alambic Investment Management sold 2,250 J.M. Smucker shares in Q3 2020, an estimated $238K.
  • Alambic Investment Management first reported a position in J.M. Smucker in Q1 2017 and held it in 6 quarters.
  • Alambic Investment Management's J.M. Smucker position peaked at $7.02M in Q1 2017.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

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