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Flippin Bruce & Porter’s J.M. Smucker SJM Stock Holding History

Flippin Bruce & Porter’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 		$9.95M Sell
78,631
-989
-1% -$117K 1.8% 24
2020
Q4 		$9.2M Sell
79,620
-1,863
-2% -$217K 1.82% 23
2020
Q3 		$9.41M Sell
81,483
-4,099
-5% -$457K 2.11% 19
2020
Q2 		$9.05M Sell
85,582
-7,255
-8% -$815K 2.03% 18
2020
Q1 		$10.3M Buy
92,837
+52,162
+128% +$5.58M 2.53% 14
2019
Q4 		$4.24M Buy
+40,675
New +$4.31M 0.73% 53

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Flippin Bruce & Porter's SJM Position: Q1 2021 in Review

Flippin Bruce & Porter reduced its J.M. Smucker (SJM) stake by 1.2% in Q1 2021, selling an estimated $117K and leaving 78,631 shares worth $9.95M. The position accounts for 1.8% of the portfolio, ranked #24.

Flippin Bruce & Porter first reported a position in SJM in Q4 2019 and has held it in 6 quarters since. The position peaked at $10.3M in Q1 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Flippin Bruce & Porter held 78,631 shares of J.M. Smucker worth $9.95M as of Q1 2021.
  • Flippin Bruce & Porter sold 989 J.M. Smucker shares in Q1 2021, an estimated $117K.
  • J.M. Smucker made up 1.8% of Flippin Bruce & Porter's portfolio in Q1 2021, its #24 holding.
  • Flippin Bruce & Porter first reported a position in J.M. Smucker in Q4 2019 and has held it in 6 quarters since.
  • Flippin Bruce & Porter's J.M. Smucker position peaked at $10.3M in Q1 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Flippin Bruce & Porter's 13F filing for Q1 2021, filed 4 May 2021.