Cadence Bank NA’s J.M. Smucker SJM Stock Holding History

Cadence Bank NA’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	-1,758	Closed	-$203K	–	199
2020 Q3	$203K	Buy	+1,758	New	+$196K	0.08%	178
2019 Q3	–	Sell	-1,761	Closed	-$203K	–	179
2019 Q2	$203K	Hold	1,761	–	–	0.08%	169
2019 Q1	$205K	Buy	+1,761	New	+$184K	0.08%	165
2018 Q2	–	Sell	-1,781	Closed	-$220K	–	178
2018 Q1	$220K	Buy	1,781 +20	+1%	+$2.5K	0.09%	153
2017 Q4	$219K	Buy	+1,761	New	+$196K	0.08%	169
2017 Q3	–	Sell	-1,761	Closed	-$208K	–	182
2017 Q2	$208K	Sell	1,761 -40	-2%	-$5.05K	0.09%	133
2017 Q1	$236K	Hold	1,801	–	–	0.11%	124
2016 Q4	$230K	Buy	1,801 +118	+7%	+$15.3K	0.11%	122
2016 Q3	$229K	Hold	1,683	–	–	0.1%	118
2016 Q2	$256K	Hold	1,683	–	–	0.13%	108
2016 Q1	$218K	Hold	1,683	–	–	0.11%	117
2015 Q4	$207K	Buy	+1,683	New	+$201K	0.11%	130

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cadence Bank NA's SJM Position: Q4 2020 in Review

Cadence Bank NA sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 1,758 shares — an estimated $203K sold.

Cadence Bank NA first reported a position in SJM in Q4 2015 and held it in 12 quarters. The position peaked at $256K in Q2 2016. 802 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

Cadence Bank NA reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
Cadence Bank NA sold 1,758 J.M. Smucker shares in Q4 2020, an estimated $203K.
Cadence Bank NA first reported a position in J.M. Smucker in Q4 2015 and held it in 12 quarters.
Cadence Bank NA's J.M. Smucker position peaked at $256K in Q2 2016.
802 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Cadence Bank NA's 13F filing for Q4 2020, filed 9 Feb 2021.