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DC Investments Management’s J.M. Smucker SJM Stock Holding History

DC Investments 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
-2,436
Closed -$258K – 255
2020
Q2 		$258K Buy
+2,436
New +$274K 0.09% 263
2018
Q2 		– Sell
-2,434
Closed -$302K – 384
2018
Q1 		$302K Hold
2,434
– – 0.2% 178
2017
Q4 		$302K Buy
+2,434
New +$270K 0.12% 225

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

DC Investments Management's SJM Position: Q3 2020 in Review

DC Investments Management sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 2,436 shares — an estimated $258K sold.

DC Investments Management first reported a position in SJM in Q4 2017 and held it in 3 quarters. The position peaked at $302K in Q1 2018. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • DC Investments Management reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 2,436 J.M. Smucker shares in Q3 2020, an estimated $258K.
  • DC Investments Management first reported a position in J.M. Smucker in Q4 2017 and held it in 3 quarters.
  • DC Investments Management's J.M. Smucker position peaked at $302K in Q1 2018.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.