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Bingham Osborn & Scarborough’s J.M. Smucker SJM Stock Holding History

Bingham Osborn & Scarborough’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
Q4 		– Sell
-3,643
Closed -$421K – 165
2020
Q3 		$421K Buy
3,643
+3
+0.1% +$334 0.03% 103
2020
Q2 		$385K Sell
3,640
-1,755
-33% -$197K 0.03% 103
2020
Q1 		$599K Sell
5,395
-19
-0.4% -$2.03K 0.06% 79
2019
Q4 		$564K Buy
5,414
+48
+0.9% +$5.08K 0.05% 93
2019
Q3 		$590K Buy
5,366
+44
+0.8% +$4.9K 0.05% 86
2019
Q2 		$613K Buy
5,322
+36
+0.7% +$4.4K 0.05% 81
2019
Q1 		$616K Sell
5,286
-11
-0.2% -$1.15K 0.06% 78
2018
Q4 		$495K Buy
5,297
+43
+0.8% +$4.49K 0.05% 84
2018
Q3 		$539K Buy
5,254
+48
+0.9% +$5.24K 0.05% 81
2018
Q2 		$560K Sell
5,206
-442
-8% -$49.6K 0.05% 74
2018
Q1 		$700K Sell
5,648
-916
-14% -$114K 0.07% 66
2017
Q4 		$815K Sell
6,564
-267
-4% -$29.7K 0.07% 59
2017
Q3 		$717K Sell
6,831
-874
-11% -$99.8K 0.07% 62
2017
Q2 		$912K Buy
7,705
+1,896
+33% +$240K 0.09% 48
2017
Q1 		$761K Buy
5,809
+47
+0.8% +$6.39K 0.08% 55
2016
Q4 		$738K Buy
5,762
+33
+0.6% +$4.28K 0.08% 53
2016
Q3 		$777K Sell
5,729
-841
-13% -$123K 0.08% 51
2016
Q2 		$1M Buy
6,570
+33
+0.5% +$4.39K 0.11% 41
2016
Q1 		$849K Buy
6,537
+33
+0.5% +$4.16K 0.1% 46
2015
Q4 		$802K Buy
6,504
+35
+0.5% +$4.17K 0.1% 45
2015
Q3 		$738K Buy
6,469
+36
+0.6% +$4.01K 0.09% 48
2015
Q2 		$697K Buy
6,433
+34
+0.5% +$3.93K 0.08% 55
2015
Q1 		$741K Buy
6,399
+35
+0.5% +$3.84K 0.09% 54
2014
Q4 		$643K Buy
+6,364
New +$645K 0.08% 63

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bingham Osborn & Scarborough's SJM Position: Q4 2020 in Review

Bingham Osborn & Scarborough sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 3,643 shares — an estimated $421K sold.

Bingham Osborn & Scarborough first reported a position in SJM in Q4 2014 and held it in 24 quarters. The position peaked at $1M in Q2 2016. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Bingham Osborn & Scarborough reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 3,643 J.M. Smucker shares in Q4 2020, an estimated $421K.
  • Bingham Osborn & Scarborough first reported a position in J.M. Smucker in Q4 2014 and held it in 24 quarters.
  • Bingham Osborn & Scarborough's J.M. Smucker position peaked at $1M in Q2 2016.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2020, filed 11 Feb 2021.