Capital Fund Management (CFM)
SJM icon

Capital Fund Management (CFM)’s J.M. Smucker SJM Stock Holding History

Capital Fund Management (CFM)’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
2021
Q3 		– Sell
-14,257
Closed -$1.85M – 1757
2021
Q2 		$1.85M Buy
+14,257
New +$1.89M 0.01% 966
2020
Q3 		– Sell
-10,971
Closed -$1.16M – 1373
2020
Q2 		$1.16M Buy
+10,971
New +$1.23M 0.02% 656
2020
Q1 		– Sell
-15,695
Closed -$1.68M – 1977
2019
Q4 		$1.63M Buy
15,695
+12,636
+413% +$1.34M 0.01% 919
2019
Q3 		$337K Sell
3,059
-3,259
-52% -$363K ﹤0.01% 1384
2019
Q2 		$728K Buy
+6,318
New +$771K 0.01% 1107
2019
Q1 		– Sell
-17,633
Closed -$1.84M – 2060
2018
Q4 		$1.65M Buy
+17,633
New +$1.84M 0.01% 922
2017
Q3 		– Sell
-2,219
Closed -$253K – 1719
2017
Q2 		$263K Buy
+2,219
New +$280K ﹤0.01% 1311
2017
Q1 		– Sell
-3,933
Closed -$535K – 1789
2016
Q4 		$504K Sell
3,933
-597
-13% -$77.4K ﹤0.01% 1264
2016
Q3 		$614K Buy
+4,530
New +$665K 0.01% 1130
2014
Q3 		– Sell
-8,504
Closed -$906K – 1788
2014
Q2 		$906K Sell
8,504
-2,456
-22% -$247K 0.01% 1003
2014
Q1 		$1.07M Buy
+10,960
New +$1.07M 0.01% 930
2013
Q3 		– Sell
-57,821
Closed -$5.96M – 1866
2013
Q2 		$5.96M Buy
+57,821
New +$5.89M 0.09% 287

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Fund Management (CFM)'s SJM Position: Q3 2021 in Review

Capital Fund Management (CFM) sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 14,257 shares — an estimated $1.85M sold.

Capital Fund Management (CFM) first reported a position in SJM in Q2 2013 and held it in 12 quarters. The position peaked at $5.96M in Q2 2013. 812 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Capital Fund Management (CFM) reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 14,257 J.M. Smucker shares in Q3 2021, an estimated $1.85M.
  • Capital Fund Management (CFM) first reported a position in J.M. Smucker in Q2 2013 and held it in 12 quarters.
  • Capital Fund Management (CFM)'s J.M. Smucker position peaked at $5.96M in Q2 2013.
  • 812 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2021, filed 12 Nov 2021.