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Citizens Financial Group’s J.M. Smucker SJM Stock Holding History

Citizens Financial Group’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
-77
Closed -$8K – 819
2020
Q2 		$8K Buy
77
+58
+305% +$6.52K ﹤0.01% 810
2020
Q1 		$2K Buy
+19
New +$2.03K ﹤0.01% 1033
2016
Q4 		– Sell
-500
Closed -$68K – 672
2016
Q3 		$68K Sell
500
-78
-13% -$11.4K 0.01% 337
2016
Q2 		$88K Sell
578
-1,022
-64% -$136K 0.01% 312
2016
Q1 		$208K Sell
1,600
-161
-9% -$20.3K 0.02% 228
2015
Q4 		$223K Buy
+1,761
New +$210K 0.02% 224

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

Citizens Financial Group's SJM Position: Q3 2020 in Review

Citizens Financial Group sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 77 shares — an estimated $8K sold.

Citizens Financial Group first reported a position in SJM in Q4 2015 and held it in 6 quarters. The position peaked at $223K in Q4 2015. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Citizens Financial Group reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 77 J.M. Smucker shares in Q3 2020, an estimated $8K.
  • Citizens Financial Group first reported a position in J.M. Smucker in Q4 2015 and held it in 6 quarters.
  • Citizens Financial Group's J.M. Smucker position peaked at $223K in Q4 2015.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.