CCC
SJM icon

Crescent Capital Consulting’s J.M. Smucker SJM Stock Holding History

Crescent Capital Consulting’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 		– Sell
-214
Closed -$27K – 527
2021
Q1 		$27K Buy
+214
New +$25.3K 0.01% 330

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 $3.38T AUM 44.17% 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

Crescent Capital Consulting's SJM Position: Q2 2021 in Review

Crescent Capital Consulting sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 214 shares — an estimated $27K sold.

Crescent Capital Consulting first reported a position in SJM in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Crescent Capital Consulting reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Crescent Capital Consulting sold 214 J.M. Smucker shares in Q2 2021, an estimated $27K.
  • Crescent Capital Consulting first reported a position in J.M. Smucker in Q1 2021 and held it in 1 quarter.
  • Crescent Capital Consulting's J.M. Smucker position peaked at $27K in Q1 2021.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Crescent Capital Consulting's 13F filing for Q2 2021, filed 15 Jul 2021.