Cambiar Investors’s J.M. Smucker SJM Stock Holding History

Cambiar Investors’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
2019 Q4	–	Sell	-55,869	Closed	-$6.15M	–	160
2019 Q3	$6.15M	Buy	55,869 +580	+1%	+$64.6K	0.2%	54
2019 Q2	$6.37M	Sell	55,289 -7,851	-12%	-$959K	0.17%	59
2019 Q1	$7.36M	Buy	63,140 +2,916	+5%	+$305K	0.18%	61
2018 Q4	$5.63M	Sell	60,224 -5,209	-8%	-$544K	0.13%	67
2018 Q3	$6.71M	Buy	65,433 +21,233	+48%	+$2.32M	0.12%	65
2018 Q2	$4.75M	Buy	+44,200	New	+$4.96M	0.08%	110

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambiar Investors's SJM Position: Q4 2019 in Review

Cambiar Investors sold out of J.M. Smucker (SJM) in Q4 2019, closing a stake of 55,869 shares — an estimated $6.15M sold.

Cambiar Investors first reported a position in SJM in Q2 2018 and held it in 6 quarters. The position peaked at $7.36M in Q1 2019. 768 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

Cambiar Investors reported no remaining J.M. Smucker position as of Q4 2019 after selling out during the quarter.
Cambiar Investors sold 55,869 J.M. Smucker shares in Q4 2019, an estimated $6.15M.
Cambiar Investors first reported a position in J.M. Smucker in Q2 2018 and held it in 6 quarters.
Cambiar Investors's J.M. Smucker position peaked at $7.36M in Q1 2019.
768 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on Cambiar Investors's 13F filing for Q4 2019, filed 6 Feb 2020.