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Berman Capital Advisors’s J.M. Smucker SJM Stock Holding History

Berman Capital Advisors’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 		$54K Buy
464
+88
+23% +$11.2K 0.01% 651
2021
Q2 		$48K Buy
376
+2
+0.5% +$266 0.01% 603
2021
Q1 		$47K Buy
374
+287
+330% +$33.9K 0.01% 503
2020
Q4 		$10K Buy
87
+20
+30% +$2.33K ﹤0.01% 930
2020
Q3 		$7K Sell
67
-11
-14% -$1.23K ﹤0.01% 936
2020
Q2 		$8K Buy
78
+11
+16% +$1.24K ﹤0.01% 846
2020
Q1 		$7K Buy
67
+3
+5% +$321 ﹤0.01% 799
2019
Q4 		$6K Hold
64
– – ﹤0.01% 932
2019
Q3 		$7K Sell
64
-9
-12% -$1K ﹤0.01% 850
2019
Q2 		$8K Buy
73
+8
+12% +$977 ﹤0.01% 821
2019
Q1 		$7K Buy
65
+54
+491% +$5.64K ﹤0.01% 786
2018
Q4 		$1K Buy
+11
New +$1.15K ﹤0.01% 1056

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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

Berman Capital Advisors's SJM Position: Q3 2021 in Review

Berman Capital Advisors increased its J.M. Smucker (SJM) stake by 23% in Q3 2021, buying an estimated $11.2K and bringing the position to 464 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #651.

Berman Capital Advisors first reported a position in SJM in Q4 2018 and has held it in 12 quarters since. 813 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Berman Capital Advisors held 464 shares of J.M. Smucker worth $54K as of Q3 2021.
  • Berman Capital Advisors bought 88 J.M. Smucker shares in Q3 2021, an estimated $11.2K.
  • J.M. Smucker made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #651 holding.
  • Berman Capital Advisors first reported a position in J.M. Smucker in Q4 2018 and has held it in 12 quarters since.
  • 813 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.