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Alpha Windward’s J.M. Smucker SJM Stock Holding History

Alpha Windward’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
-3,834
Closed -$443K – 295
2020
Q3 		$443K Buy
3,834
+767
+25% +$85.5K 0.32% 60
2020
Q2 		$325K Buy
+3,067
New +$345K 0.25% 188
2019
Q4 		– Sell
-191
Closed -$21K – 445
2019
Q3 		$21K Sell
191
-3,660
-95% -$408K 0.01% 324
2019
Q2 		$440K Sell
3,851
-1,047
-21% -$128K 0.28% 148
2019
Q1 		$571K Buy
4,898
+360
+8% +$37.6K 0.38% 24
2018
Q4 		$424K Sell
4,538
-593
-12% -$61.9K 0.31% 117
2018
Q3 		$526K Hold
5,131
– – 0.32% 108
2018
Q2 		$551K Buy
5,131
+911
+22% +$102K 0.34% 50
2018
Q1 		$523K Buy
4,220
+4,020
+2,010% +$502K 0.33% 79
2017
Q4 		$25K Buy
+200
New +$22.2K 0.01% 348
2015
Q4 		– Sell
-423
Closed -$48K – 469
2015
Q3 		$48K Sell
423
-3,960
-90% -$442K 0.04% 309
2015
Q2 		$475K Sell
4,383
-281
-6% -$32.5K 0.32% 97
2015
Q1 		$540K Sell
4,664
-300
-6% -$32.9K 0.35% 37
2014
Q4 		$501K Buy
4,964
+201
+4% +$20.4K 0.33% 57
2014
Q3 		$471K Sell
4,763
-180
-4% -$18.5K 0.33% 51
2014
Q2 		$527K Sell
4,943
-150
-3% -$15.1K 0.36% 40
2014
Q1 		$495K Buy
5,093
+600
+13% +$58.3K 0.34% 77
2013
Q4 		$466K Buy
+4,493
New +$476K 0.32% 120

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

Alpha Windward's SJM Position: Q4 2020 in Review

Alpha Windward sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 3,834 shares — an estimated $443K sold.

Alpha Windward first reported a position in SJM in Q4 2013 and held it in 18 quarters. The position peaked at $571K in Q1 2019. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Alpha Windward reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Alpha Windward sold 3,834 J.M. Smucker shares in Q4 2020, an estimated $443K.
  • Alpha Windward first reported a position in J.M. Smucker in Q4 2013 and held it in 18 quarters.
  • Alpha Windward's J.M. Smucker position peaked at $571K in Q1 2019.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.