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

Carlson 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
-1,846
Closed -$213K – 139
2020
Q3 		$213K Buy
+1,846
New +$206K 0.05% 114
2020
Q2 		– Sell
-1,800
Closed -$212K – 123
2020
Q1 		$212K Buy
+1,800
New +$192K 0.05% 99

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

Carlson Capital Management's SJM Position: Q4 2020 in Review

Carlson Capital Management sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 1,846 shares — an estimated $213K sold.

Carlson Capital Management first reported a position in SJM in Q1 2020 and held it in 2 quarters. The position peaked at $213K in Q3 2020. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Carlson Capital Management reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Carlson Capital Management sold 1,846 J.M. Smucker shares in Q4 2020, an estimated $213K.
  • Carlson Capital Management first reported a position in J.M. Smucker in Q1 2020 and held it in 2 quarters.
  • Carlson Capital Management's J.M. Smucker position peaked at $213K in Q3 2020.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Carlson Capital Management's 13F filing for Q4 2020, filed 11 Jan 2021.