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

ETrade 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 Q3	$776K	Buy	6,717 +691	+11%	+$77K	0.01%	449
2020 Q2	$638K	Buy	+6,026	New	+$677K	0.01%	487
2018 Q4	–	Sell	-3,451	Closed	-$354K	–	811
2018 Q3	$354K	Buy	3,451 +199	+6%	+$21.7K	0.01%	635
2018 Q2	$350K	Buy	3,252 +1,316	+68%	+$148K	0.01%	607
2018 Q1	$240K	Buy	1,936 +245	+14%	+$30.6K	0.01%	682
2017 Q4	$210K	Buy	+1,691	New	+$188K	0.01%	707
2017 Q3	–	Sell	-3,240	Closed	-$383K	–	741
2017 Q2	$383K	Buy	3,240 +1,683	+108%	+$213K	0.01%	514
2017 Q1	$204K	Sell	1,557 -159	-9%	-$21.6K	0.01%	611
2016 Q4	$220K	Buy	+1,716	New	+$222K	0.01%	539

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ETrade Capital Management's SJM Position: Q3 2020 in Review

ETrade Capital Management increased its J.M. Smucker (SJM) stake by 11% in Q3 2020, buying an estimated $77K and bringing the position to 6,717 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #449.

ETrade Capital Management first reported a position in SJM in Q4 2016 and has held it in 9 quarters since. 780 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

ETrade Capital Management held 6,717 shares of J.M. Smucker worth $776K as of Q3 2020.
ETrade Capital Management bought 691 J.M. Smucker shares in Q3 2020, an estimated $77K.
J.M. Smucker made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #449 holding.
ETrade Capital Management first reported a position in J.M. Smucker in Q4 2016 and has held it in 9 quarters since.
780 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.