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Castleview Partners’s J.M. Smucker SJM Stock Holding History

Castleview Partners’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
Q2 		$12K Buy
+94
New +$12.5K 0.01% 654

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Castleview Partners's SJM Position: Q2 2021 in Review

Castleview Partners opened a new position in J.M. Smucker (SJM) in Q2 2021: 94 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #654 among its holdings.

843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Castleview Partners held 94 shares of J.M. Smucker worth $12K as of Q2 2021.
  • J.M. Smucker was a new Castleview Partners position in Q2 2021.
  • J.M. Smucker made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #654 holding.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.