CIM Investment Management’s J.M. Smucker SJM Stock Holding History

CIM Investment 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 Q3	–	Sell	-2,386	Closed	-$252K	–	279
2020 Q2	$252K	Buy	+2,386	New	+$268K	0.1%	195
2020 Q1	–	Sell	-3,629	Closed	-$378K	–	232
2019 Q4	$378K	Hold	3,629	–	–	0.15%	139
2019 Q3	$399K	Sell	3,629 -410	-10%	-$45.7K	0.15%	167
2019 Q2	$465K	Buy	4,039 +170	+4%	+$20.8K	0.17%	139
2019 Q1	$451K	Hold	3,869	–	–	0.17%	149
2018 Q4	$362K	Sell	3,869 -5,201	-57%	-$543K	0.16%	166
2018 Q3	$931K	Buy	+9,070	New	+$991K	0.33%	59
2018 Q2	–	Sell	-3,988	Closed	-$495K	–	359
2018 Q1	$495K	Sell	3,988 -4,208	-51%	-$526K	0.17%	167
2017 Q4	$1.02M	Buy	+8,196	New	+$911K	0.35%	64

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIM Investment Management's SJM Position: Q3 2020 in Review

CIM Investment Management sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 2,386 shares — an estimated $252K sold.

CIM Investment Management first reported a position in SJM in Q4 2017 and held it in 9 quarters. The position peaked at $1.02M in Q4 2017. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

CIM Investment Management reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
CIM Investment Management sold 2,386 J.M. Smucker shares in Q3 2020, an estimated $252K.
CIM Investment Management first reported a position in J.M. Smucker in Q4 2017 and held it in 9 quarters.
CIM Investment Management's J.M. Smucker position peaked at $1.02M in Q4 2017.
779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on CIM Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.