Barnett & Company’s J.M. Smucker SJM Stock Holding History

Barnett & 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
2020 Q3	–	Sell	-1	Closed	–	–	309
2020 Q2	$0	Buy	+1	New	+$112	﹤0.01%	359
2019 Q4	–	Sell	-9	Closed	-$1K	–	496
2019 Q3	$1K	Buy	+9	New	+$1K	﹤0.01%	404

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

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

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

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

CIP

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Barnett & Company's SJM Position: Q3 2020 in Review

Barnett & Company sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 1 share.

Barnett & Company first reported a position in SJM in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

Barnett & Company reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
Barnett & Company sold 1 J.M. Smucker share in Q3 2020.
Barnett & Company first reported a position in J.M. Smucker in Q3 2019 and held it in 2 quarters.
Barnett & Company's J.M. Smucker position peaked at $1K in Q3 2019.
779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Barnett & Company's 13F filing for Q3 2020, filed 3 Nov 2020.