BIM
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Bogle Investment Management’s J.M. Smucker SJM Stock Holding History

Bogle Investment 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
2020
Q4 		– Sell
-28,878
Closed -$3.34M – 246
2020
Q3 		$3.34M Buy
+28,878
New +$3.22M 0.98% 5

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

Bogle Investment Management's SJM Position: Q4 2020 in Review

Bogle Investment Management sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 28,878 shares — an estimated $3.34M sold.

Bogle Investment Management first reported a position in SJM in Q3 2020 and held it in 1 quarter. The position peaked at $3.34M in Q3 2020. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Bogle Investment Management reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 28,878 J.M. Smucker shares in Q4 2020, an estimated $3.34M.
  • Bogle Investment Management first reported a position in J.M. Smucker in Q3 2020 and held it in 1 quarter.
  • Bogle Investment Management's J.M. Smucker position peaked at $3.34M in Q3 2020.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.