CSat Investment Advisory’s J.M. Smucker SJM Stock Holding History

CSat Investment Advisory’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 Q1	$64K	Buy	508 +121	+31%	+$14.3K	0.05%	142
2020 Q4	$45K	Sell	387 -279	-42%	-$32.4K	0.04%	167
2020 Q3	$77K	Sell	666 -1,857	-74%	-$207K	0.01%	565
2020 Q2	$267K	Sell	2,523 -2,142	-46%	-$241K	0.03%	261
2020 Q1	$518K	Buy	4,665 +825	+21%	+$88.2K	0.11%	130
2019 Q4	$399K	Buy	3,840 +644	+20%	+$68.2K	0.11%	174
2019 Q3	$352K	Buy	3,196 +506	+19%	+$56.4K	0.11%	171
2019 Q2	$310K	Buy	2,690 +409	+18%	+$49.9K	0.11%	146
2019 Q1	$266K	Buy	2,281 +901	+65%	+$94.2K	0.13%	100
2018 Q4	$129K	Buy	1,380 +195	+16%	+$20.4K	0.08%	124
2018 Q3	$122K	Buy	1,185 +58	+5%	+$6.33K	0.07%	124
2018 Q2	$122K	Buy	+1,127	New	+$127K	0.07%	133

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

CIP

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CSat Investment Advisory's SJM Position: Q1 2021 in Review

CSat Investment Advisory increased its J.M. Smucker (SJM) stake by 31% in Q1 2021, buying an estimated $14.3K and bringing the position to 508 shares worth $64K. The position accounts for 0.05% of the portfolio, ranked #142.

CSat Investment Advisory first reported a position in SJM in Q2 2018 and has held it in 12 quarters since. The position peaked at $518K in Q1 2020. 832 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

CSat Investment Advisory held 508 shares of J.M. Smucker worth $64K as of Q1 2021.
CSat Investment Advisory bought 121 J.M. Smucker shares in Q1 2021, an estimated $14.3K.
J.M. Smucker made up 0.05% of CSat Investment Advisory's portfolio in Q1 2021, its #142 holding.
CSat Investment Advisory first reported a position in J.M. Smucker in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's J.M. Smucker position peaked at $518K in Q1 2020.
832 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.