AG
SJM icon

AlphaSimPlex Group’s J.M. Smucker SJM Stock Holding History

AlphaSimPlex Group’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
2021
Q3 		– Sell
-3,728
Closed -$483K – 258
2021
Q2 		$483K Hold
3,728
– – 0.24% 163
2021
Q1 		$472K Buy
+3,728
New +$440K 0.2% 191

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

AlphaSimPlex Group's SJM Position: Q3 2021 in Review

AlphaSimPlex Group sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 3,728 shares — an estimated $483K sold.

AlphaSimPlex Group first reported a position in SJM in Q1 2021 and held it in 2 quarters. The position peaked at $483K in Q2 2021. 813 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • AlphaSimPlex Group reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
  • AlphaSimPlex Group sold 3,728 J.M. Smucker shares in Q3 2021, an estimated $483K.
  • AlphaSimPlex Group first reported a position in J.M. Smucker in Q1 2021 and held it in 2 quarters.
  • AlphaSimPlex Group's J.M. Smucker position peaked at $483K in Q2 2021.
  • 813 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on AlphaSimPlex Group's 13F filing for Q3 2021, filed 15 Nov 2021.