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Beacon Capital Management Inc (Ohio)’s J.M. Smucker SJM Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q1 		– Sell
-10
Closed -$1K – 74
2020
Q4 		$1K Hold
10
– – ﹤0.01% 77
2020
Q3 		$1K Buy
+10
New +$1.11K ﹤0.01% 96
2017
Q2 		– Sell
-1
Closed – – 187
2017
Q1 		$0 Buy
+1
New +$136 ﹤0.01% 188
2016
Q1 		– Sell
-1
Closed – – 320
2015
Q4 		$0 Buy
+1
New +$119 ﹤0.01% 358

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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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SJM Position: Q1 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SJM in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Beacon Capital Management Inc (Ohio) reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 10 J.M. Smucker shares in Q1 2021, an estimated $1K.
  • Beacon Capital Management Inc (Ohio) first reported a position in J.M. Smucker in Q4 2015 and held it in 4 quarters.
  • Beacon Capital Management Inc (Ohio)'s J.M. Smucker position peaked at $1K in Q4 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2021, filed 14 Apr 2021.