Diversified’s J.M. Smucker SJM Stock Holding History

Diversified’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	–	Sell	-311	Closed	-$36K	–	292
2020 Q4	$36K	Buy	+311	New	+$36.1K	0.03%	205

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified's SJM Position: Q1 2021 in Review

Diversified sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 311 shares — an estimated $36K sold.

Diversified first reported a position in SJM in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

Diversified reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
Diversified sold 311 J.M. Smucker shares in Q1 2021, an estimated $36K.
Diversified first reported a position in J.M. Smucker in Q4 2020 and held it in 1 quarter.
Diversified's J.M. Smucker position peaked at $36K in Q4 2020.
831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.