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Auxier Asset Management’s J.M. Smucker SJM Stock Holding History

Auxier Asset Management’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
-12,233
Closed -$1.27M – 159
2019
Q4 		$1.27M Hold
12,233
– – 0.24% 94
2019
Q3 		$1.35M Hold
12,233
– – 0.27% 90
2019
Q2 		$1.41M Sell
12,233
-625
-5% -$76.3K 0.28% 86
2019
Q1 		$1.5M Sell
12,858
-50
-0.4% -$5.23K 0.31% 81
2018
Q4 		$1.21M Buy
12,908
+100
+0.8% +$10.4K 0.27% 84
2018
Q3 		$1.31M Buy
12,808
+150
+1% +$16.4K 0.25% 88
2018
Q2 		$1.36M Sell
12,658
-17
-0.1% -$1.91K 0.27% 88
2018
Q1 		$1.57M Sell
12,675
-75
-0.6% -$9.37K 0.31% 80
2017
Q4 		$1.58M Hold
12,750
– – 0.3% 78
2017
Q3 		$1.34M Sell
12,750
-250
-2% -$28.6K 0.27% 84
2017
Q2 		$1.54M Sell
13,000
-30
-0.2% -$3.79K 0.31% 77
2017
Q1 		$1.71M Hold
13,030
– – 0.36% 72
2016
Q4 		$1.67M Sell
13,030
-50
-0.4% -$6.48K 0.36% 74
2016
Q3 		$1.77M Sell
13,080
-400
-3% -$58.7K 0.4% 70
2016
Q2 		$2.05M Hold
13,480
– – 0.47% 63
2016
Q1 		$1.75M Sell
13,480
-150
-1% -$18.9K 0.41% 64
2015
Q4 		$1.68M Sell
13,630
-100
-0.7% -$11.9K 0.38% 71
2015
Q3 		$1.57M Buy
13,730
+3,500
+34% +$390K 0.37% 72
2015
Q2 		$1.11M Hold
10,230
– – 0.23% 94
2015
Q1 		$1.18M Buy
10,230
+2,630
+35% +$288K 0.24% 92
2014
Q4 		$767K Buy
+7,600
New +$770K 0.15% 99

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

Auxier Asset Management's SJM Position: Q1 2020 in Review

Auxier Asset Management sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 12,233 shares — an estimated $1.27M sold.

Auxier Asset Management first reported a position in SJM in Q4 2014 and held it in 21 quarters. The position peaked at $2.05M in Q2 2016. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Auxier Asset Management reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Auxier Asset Management sold 12,233 J.M. Smucker shares in Q1 2020, an estimated $1.27M.
  • Auxier Asset Management first reported a position in J.M. Smucker in Q4 2014 and held it in 21 quarters.
  • Auxier Asset Management's J.M. Smucker position peaked at $2.05M in Q2 2016.
  • 757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

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