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CCM Investment Advisers’s J.M. Smucker SJM Stock Holding History

CCM Investment Advisers’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
2022
Q1 		– Sell
-5,670
Closed -$770K – 74
2021
Q4 		$770K Sell
5,670
-52,786
-90% -$6.73M 0.09% 58
2021
Q3 		$7.02M Sell
58,456
-35,970
-38% -$4.57M 0.91% 54
2021
Q2 		$12.2M Sell
94,426
-3,262
-3% -$433K 1.57% 35
2021
Q1 		$12.4M Sell
97,688
-2,947
-3% -$348K 1.67% 27
2020
Q4 		$11.6M Buy
100,635
+3,559
+4% +$414K 1.69% 26
2020
Q3 		$11.2M Buy
+97,076
New +$10.8M 1.82% 25

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM Investment Advisers's SJM Position: Q1 2022 in Review

CCM Investment Advisers sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 5,670 shares — an estimated $770K sold.

CCM Investment Advisers first reported a position in SJM in Q3 2020 and held it in 6 quarters. The position peaked at $12.4M in Q1 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • CCM Investment Advisers reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • CCM Investment Advisers sold 5,670 J.M. Smucker shares in Q1 2022, an estimated $770K.
  • CCM Investment Advisers first reported a position in J.M. Smucker in Q3 2020 and held it in 6 quarters.
  • CCM Investment Advisers's J.M. Smucker position peaked at $12.4M in Q1 2021.
  • 859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on CCM Investment Advisers's 13F filing for Q1 2022, filed 3 May 2022.