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Cadence Capital Management’s J.M. Smucker SJM Stock Holding History

Cadence Capital 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
Q3 		$576K Sell
4,982
-1,237
-20% -$138K 0.14% 117
2020
Q2 		$658K Buy
6,219
+2,468
+66% +$277K 0.1% 290
2020
Q1 		$416K Buy
+3,751
New +$401K 0.07% 338
2019
Q1 		– Sell
-3,395
Closed -$317K – 457
2018
Q4 		$317K Sell
3,395
-14,614
-81% -$1.53M 0.03% 385
2018
Q3 		$1.85M Buy
18,009
+3,683
+26% +$402K 0.1% 282
2018
Q2 		$1.54M Buy
14,326
+2,581
+22% +$290K 0.09% 304
2018
Q1 		$1.46M Sell
11,745
-8,511
-42% -$1.06M 0.09% 305
2017
Q4 		$2.52M Sell
20,256
-9,507
-32% -$1.06M 0.16% 142
2017
Q3 		$3.12M Buy
29,763
+9,640
+48% +$1.1M 0.2% 117
2017
Q2 		$2.38M Buy
20,123
+2,338
+13% +$295K 0.17% 151
2017
Q1 		$2.33M Buy
17,785
+4,135
+30% +$562K 0.16% 151
2016
Q4 		$1.75M Buy
+13,650
New +$1.77M 0.12% 206
2015
Q4 		– Sell
-14,931
Closed -$1.7M – 650
2015
Q3 		$1.7M Sell
14,931
-6,267
-30% -$699K 0.12% 200
2015
Q2 		$2.3M Buy
21,198
+4,640
+28% +$537K 0.13% 206
2015
Q1 		$1.92M Sell
16,558
-7,084
-30% -$776K 0.12% 235
2014
Q4 		$2.39M Buy
23,642
+2,332
+11% +$236K 0.14% 199
2014
Q3 		$2.11M Buy
21,310
+3,346
+19% +$343K 0.11% 223
2014
Q2 		$1.91M Sell
17,964
-7,681
-30% -$771K 0.09% 309
2014
Q1 		$2.49M Sell
25,645
-4,689
-15% -$456K 0.11% 305
2013
Q4 		$3.14M Buy
+30,334
New +$3.22M 0.12% 301

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cadence Capital Management's SJM Position: Q3 2020 in Review

Cadence Capital Management reduced its J.M. Smucker (SJM) stake by 20% in Q3 2020, selling an estimated $138K and leaving 4,982 shares worth $576K. The position accounts for 0.14% of the portfolio, ranked #117.

Cadence Capital Management first reported a position in SJM in Q4 2013 and has held it in 20 quarters since. The position peaked at $3.14M in Q4 2013. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Cadence Capital Management held 4,982 shares of J.M. Smucker worth $576K as of Q3 2020.
  • Cadence Capital Management sold 1,237 J.M. Smucker shares in Q3 2020, an estimated $138K.
  • J.M. Smucker made up 0.14% of Cadence Capital Management's portfolio in Q3 2020, its #117 holding.
  • Cadence Capital Management first reported a position in J.M. Smucker in Q4 2013 and has held it in 20 quarters since.
  • Cadence Capital Management's J.M. Smucker position peaked at $3.14M in Q4 2013.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Cadence Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.