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Azimuth Capital Management’s J.M. Smucker SJM Stock Holding History

Azimuth Capital 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
2022
Q1 		$440K Sell
3,250
-125
-4% -$17K 0.02% 260
2021
Q4 		$458K Sell
3,375
-185
-5% -$23.6K 0.02% 260
2021
Q3 		$427K Buy
3,560
+200
+6% +$25.4K 0.02% 265
2021
Q2 		$435K Sell
3,360
-200
-6% -$26.6K 0.02% 264
2021
Q1 		$450K Sell
3,560
-2,600
-42% -$307K 0.02% 261
2020
Q4 		$712K Hold
6,160
– – 0.04% 236
2020
Q3 		$712K Hold
6,160
– – 0.04% 216
2020
Q2 		$652K Sell
6,160
-300
-5% -$33.7K 0.04% 217
2020
Q1 		$717K Sell
6,460
-100
-2% -$10.7K 0.05% 215
2019
Q4 		$683K Buy
6,560
+424
+7% +$44.9K 0.04% 220
2019
Q3 		$675K Sell
6,136
-1,000
-14% -$111K 0.04% 218
2019
Q2 		$822K Sell
7,136
-100
-1% -$12.2K 0.05% 212
2019
Q1 		$843K Hold
7,236
– – 0.06% 214
2018
Q4 		$676K Hold
7,236
– – 0.05% 220
2018
Q3 		$742K Hold
7,236
– – 0.05% 217
2018
Q2 		$778K Hold
7,236
– – 0.06% 214
2018
Q1 		$897K Hold
7,236
– – 0.07% 203
2017
Q4 		$899K Buy
7,236
+10
+0.1% +$1.11K 0.06% 207
2017
Q3 		$758K Buy
7,226
+1,825
+34% +$208K 0.06% 213
2017
Q2 		$639K Hold
5,401
– – 0.05% 216
2017
Q1 		$708K Hold
5,401
– – 0.06% 215
2016
Q4 		$692K Buy
5,401
+500
+10% +$64.8K 0.06% 214
2016
Q3 		$664K Buy
4,901
+50
+1% +$7.34K 0.06% 213
2016
Q2 		$739K Hold
4,851
– – 0.07% 202
2016
Q1 		$630K Hold
4,851
– – 0.06% 205
2015
Q4 		$598K Hold
4,851
– – 0.06% 210
2015
Q3 		$553K Hold
4,851
– – 0.06% 220
2015
Q2 		$526K Buy
4,851
+500
+11% +$57.9K 0.05% 232
2015
Q1 		$504K Buy
4,351
+500
+13% +$54.8K 0.05% 234
2014
Q4 		$389K Buy
+3,851
New +$390K 0.04% 248

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Azimuth Capital Management's SJM Position: Q1 2022 in Review

Azimuth Capital Management reduced its J.M. Smucker (SJM) stake by 3.7% in Q1 2022, selling an estimated $17K and leaving 3,250 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #260.

Azimuth Capital Management first reported a position in SJM in Q4 2014 and has held it in 30 quarters since. The position peaked at $899K in Q4 2017. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Azimuth Capital Management held 3,250 shares of J.M. Smucker worth $440K as of Q1 2022.
  • Azimuth Capital Management sold 125 J.M. Smucker shares in Q1 2022, an estimated $17K.
  • J.M. Smucker made up 0.02% of Azimuth Capital Management's portfolio in Q1 2022, its #260 holding.
  • Azimuth Capital Management first reported a position in J.M. Smucker in Q4 2014 and has held it in 30 quarters since.
  • Azimuth Capital Management's J.M. Smucker position peaked at $899K in Q4 2017.
  • 859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.