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

Evergreen 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
-2,543
Closed -$282K – 426
2020
Q1 		$282K Sell
2,543
-4,143
-62% -$443K 0.03% 287
2019
Q4 		$696K Buy
6,686
+4,667
+231% +$494K 0.06% 196
2019
Q3 		$222K Hold
2,019
– – 0.02% 371
2019
Q2 		$233K Hold
2,019
– – 0.02% 355
2019
Q1 		$235K Buy
+2,019
New +$211K 0.02% 331
2018
Q4 		– Sell
-2,169
Closed -$223K – 406
2018
Q3 		$223K Buy
2,169
+1
+0% +$109 0.02% 340
2018
Q2 		$233K Sell
2,168
-908
-30% -$102K 0.02% 316
2018
Q1 		$381K Buy
+3,076
New +$384K 0.04% 223

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

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

Evergreen Capital Management sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 2,543 shares — an estimated $282K sold.

Evergreen Capital Management first reported a position in SJM in Q1 2018 and held it in 8 quarters. The position peaked at $696K in Q4 2019. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Evergreen Capital Management reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 2,543 J.M. Smucker shares in Q2 2020, an estimated $282K.
  • Evergreen Capital Management first reported a position in J.M. Smucker in Q1 2018 and held it in 8 quarters.
  • Evergreen Capital Management's J.M. Smucker position peaked at $696K in Q4 2019.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

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