Ameritas Investment Company’s J.M. Smucker SJM Stock Holding History

Ameritas Investment Company’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	$288K	Sell	2,403 -626	-21%	-$79.6K	0.01%	570
2021 Q2	$3M	Sell	3,029 -18,126	-86%	-$2.41M	0.14%	114
2021 Q1	$2.68M	Buy	21,155 +17,462	+473%	+$2.06M	0.23%	99
2020 Q4	$426K	Buy	+3,693	New	+$429K	0.08%	245
2020 Q2	–	Sell	-84	Closed	-$9K	–	1387
2020 Q1	$9K	Buy	+84	New	+$8.98K	﹤0.01%	1241
2019 Q4	–	Sell	-34	Closed	-$4K	–	1404
2019 Q3	$4K	Buy	+34	New	+$3.79K	﹤0.01%	1330
2019 Q2	–	Sell	-26	Closed	-$3K	–	762
2019 Q1	$3K	Buy	+26	New	+$2.72K	﹤0.01%	826

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ameritas Investment Company's SJM Position: Q3 2021 in Review

Ameritas Investment Company reduced its J.M. Smucker (SJM) stake by 21% in Q3 2021, selling an estimated $79.6K and leaving 2,403 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #570.

Ameritas Investment Company first reported a position in SJM in Q1 2019 and has held it in 7 quarters since. The position peaked at $3M in Q2 2021. 813 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

Ameritas Investment Company held 2,403 shares of J.M. Smucker worth $288K as of Q3 2021.
Ameritas Investment Company sold 626 J.M. Smucker shares in Q3 2021, an estimated $79.6K.
J.M. Smucker made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #570 holding.
Ameritas Investment Company first reported a position in J.M. Smucker in Q1 2019 and has held it in 7 quarters since.
Ameritas Investment Company's J.M. Smucker position peaked at $3M in Q2 2021.
813 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.