Financial Insights’s J.M. Smucker SJM Stock Holding History

Financial Insights’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 Q3	–	Sell	-203	Closed	-$263K	–	197
2021 Q2	$263K	Buy	+203	New	+$27K	0.02%	208

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Financial Insights's SJM Position: Q3 2021 in Review

Financial Insights sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 203 shares — an estimated $263K sold.

Financial Insights first reported a position in SJM in Q2 2021 and held it in 1 quarter. The position peaked at $263K in Q2 2021. 812 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

Financial Insights reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
Financial Insights sold 203 J.M. Smucker shares in Q3 2021, an estimated $263K.
Financial Insights first reported a position in J.M. Smucker in Q2 2021 and held it in 1 quarter.
Financial Insights's J.M. Smucker position peaked at $263K in Q2 2021.
812 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.