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Donoghue Forlines’s J.M. Smucker SJM Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-10,468
Closed -$1.21M – 291
2020
Q3 		$1.21M Buy
+10,468
New +$1.17M 0.33% 80
2020
Q2 		– Sell
-7,455
Closed -$828K – 99
2020
Q1 		$828K Sell
7,455
-24,955
-77% -$2.67M 0.19% 12
2019
Q4 		$3.38M Sell
32,410
-8,606
-21% -$911K 0.52% 38
2019
Q3 		$4.51M Sell
41,016
-31,249
-43% -$3.48M 0.64% 28
2019
Q2 		$8.32M Buy
+72,265
New +$8.82M 0.97% 13

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Donoghue Forlines's SJM Position: Q4 2020 in Review

Donoghue Forlines sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 10,468 shares — an estimated $1.21M sold.

Donoghue Forlines first reported a position in SJM in Q2 2019 and held it in 5 quarters. The position peaked at $8.32M in Q2 2019. 802 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Donoghue Forlines reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Donoghue Forlines sold 10,468 J.M. Smucker shares in Q4 2020, an estimated $1.21M.
  • Donoghue Forlines first reported a position in J.M. Smucker in Q2 2019 and held it in 5 quarters.
  • Donoghue Forlines's J.M. Smucker position peaked at $8.32M in Q2 2019.
  • 802 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Donoghue Forlines's 13F filing for Q4 2020, filed 9 Feb 2021.