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Dean Capital Management’s J.M. Smucker SJM Stock Holding History

Dean Capital 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
Q2 		– Sell
-4,913
Closed -$545K – 154
2020
Q1 		$545K Sell
4,913
-2,782
-36% -$297K 0.81% 48
2019
Q4 		$801K Buy
7,695
+99
+1% +$10.5K 0.76% 51
2019
Q3 		$836K Buy
7,596
+1,475
+24% +$164K 0.86% 41
2019
Q2 		$705K Buy
+6,121
New +$747K 0.73% 56

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Dean Capital Management's SJM Position: Q2 2020 in Review

Dean Capital Management sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 4,913 shares — an estimated $545K sold.

Dean Capital Management first reported a position in SJM in Q2 2019 and held it in 4 quarters. The position peaked at $836K in Q3 2019. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Dean Capital Management reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Dean Capital Management sold 4,913 J.M. Smucker shares in Q2 2020, an estimated $545K.
  • Dean Capital Management first reported a position in J.M. Smucker in Q2 2019 and held it in 4 quarters.
  • Dean Capital Management's J.M. Smucker position peaked at $836K in Q3 2019.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Dean Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.