CM
SJM icon

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

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
Q4 		– Sell
-48,959
Closed -$5.66M – 76
2020
Q3 		$5.66M Buy
48,959
+17,214
+54% +$1.92M 1.78% 26
2020
Q2 		$3.36M Sell
31,745
-26,204
-45% -$2.94M 1.12% 34
2020
Q1 		$6.43M Buy
57,949
+3,250
+6% +$347K 2.35% 20
2019
Q4 		$5.7M Buy
54,699
+2,934
+6% +$311K 1.45% 32
2019
Q3 		$5.7M Sell
51,765
-34,420
-40% -$3.84M 1.56% 33
2019
Q2 		$9.93M Buy
86,185
+28,230
+49% +$3.45M 2.74% 11
2019
Q1 		$6.75M Buy
57,955
+24,065
+71% +$2.52M 1.86% 23
2018
Q4 		$3.17M Sell
33,890
-13,065
-28% -$1.36M 0.98% 37
2018
Q3 		$4.82M Sell
46,955
-33,206
-41% -$3.63M 1.23% 34
2018
Q2 		$8.62M Buy
80,161
+56,990
+246% +$6.4M 2.32% 21
2018
Q1 		$2.87M Buy
23,171
+21,371
+1,187% +$2.67M 0.77% 42
2017
Q4 		$224K Buy
+1,800
New +$200K 0.06% 89
2017
Q3 		– Sell
-1,800
Closed -$213K – 94
2017
Q2 		$213K Hold
1,800
– – 0.06% 92
2017
Q1 		$236K Hold
1,800
– – 0.07% 80
2016
Q4 		$231K Hold
1,800
– – 0.08% 79
2016
Q3 		$244K Hold
1,800
– – 0.09% 77
2016
Q2 		$274K Hold
1,800
– – 0.11% 76
2016
Q1 		$234K Sell
1,800
-4,321
-71% -$545K 0.09% 75
2015
Q4 		$755K Hold
6,121
– – 0.29% 52
2015
Q3 		$698K Hold
6,121
– – 0.28% 50
2015
Q2 		$664K Buy
6,121
+21
+0.3% +$2.43K 0.23% 53
2015
Q1 		$706K Sell
6,100
-280
-4% -$30.7K 0.24% 50
2014
Q4 		$644K Hold
6,380
– – 0.2% 53
2014
Q3 		$632K Hold
6,380
– – 0.21% 53
2014
Q2 		$680K Hold
6,380
– – 0.22% 55
2014
Q1 		$620K Sell
6,380
-7
-0.1% -$680 0.21% 53
2013
Q4 		$662K Sell
6,387
-1,000
-14% -$106K 0.23% 50
2013
Q3 		$776K Buy
7,387
+937
+15% +$101K 0.3% 46
2013
Q2 		$665K Buy
+6,450
New +$657K 0.28% 46

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

Capital Management's SJM Position: Q4 2020 in Review

Capital Management sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 48,959 shares — an estimated $5.66M sold.

Capital Management first reported a position in SJM in Q2 2013 and held it in 29 quarters. The position peaked at $9.93M in Q2 2019. 802 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Capital Management reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Capital Management sold 48,959 J.M. Smucker shares in Q4 2020, an estimated $5.66M.
  • Capital Management first reported a position in J.M. Smucker in Q2 2013 and held it in 29 quarters.
  • Capital Management's J.M. Smucker position peaked at $9.93M in Q2 2019.
  • 802 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Capital Management's 13F filing for Q4 2020, filed 4 Feb 2021.