AA
SJM icon

ALPS Advisors’s J.M. Smucker SJM Stock Holding History

ALPS Advisors’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
Q4 		– Sell
-130,000
Closed -$15.6M – 968
2021
Q3 		$15.6M Sell
130,000
-2,750
-2% -$350K 0.15% 132
2021
Q2 		$17.2M Hold
132,750
– – 0.15% 126
2021
Q1 		$16.8M Buy
132,750
+419
+0.3% +$49.5K 0.16% 124
2020
Q4 		$15.3M Buy
132,331
+129,929
+5,409% +$15.1M 0.17% 125
2020
Q3 		$277K Buy
+2,402
New +$268K ﹤0.01% 575
2018
Q3 		– Sell
-3,491
Closed -$375K – 1067
2018
Q2 		$375K Sell
3,491
-164
-4% -$18.4K ﹤0.01% 807
2018
Q1 		$453K Buy
+3,655
New +$456K ﹤0.01% 700

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors's SJM Position: Q4 2021 in Review

ALPS Advisors sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 130,000 shares — an estimated $15.6M sold.

ALPS Advisors first reported a position in SJM in Q1 2018 and held it in 7 quarters. The position peaked at $17.2M in Q2 2021. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • ALPS Advisors reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • ALPS Advisors sold 130,000 J.M. Smucker shares in Q4 2021, an estimated $15.6M.
  • ALPS Advisors first reported a position in J.M. Smucker in Q1 2018 and held it in 7 quarters.
  • ALPS Advisors's J.M. Smucker position peaked at $17.2M in Q2 2021.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on ALPS Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.