Alex Roepers’s J.M. Smucker SJM Stock Holding History

Alex Roepers’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 Q1	–	Sell	-11,000	Closed	-$1.15M	–	22
2019 Q4	$1.15M	Buy	+11,000	New	+$1.16M	0.34%	9

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alex Roepers's SJM Position: Q1 2020 in Review

Alex Roepers sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 11,000 shares — an estimated $1.15M sold.

Alex Roepers first reported a position in SJM in Q4 2019 and held it in 1 quarter. The position peaked at $1.15M in Q4 2019. 758 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

Alex Roepers reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
Alex Roepers sold 11,000 J.M. Smucker shares in Q1 2020, an estimated $1.15M.
Alex Roepers first reported a position in J.M. Smucker in Q4 2019 and held it in 1 quarter.
Alex Roepers's J.M. Smucker position peaked at $1.15M in Q4 2019.
758 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Atlantic Investment Management's 13F filing for Q1 2020, filed 15 May 2020.