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Globeflex Capital’s J.M. Smucker SJM Stock Holding History

Globeflex Capital’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
-1,068
Closed -$123K – 512
2020
Q3 		$123K Sell
1,068
-1,405
-57% -$157K 0.03% 392
2020
Q2 		$262K Buy
+2,473
New +$278K 0.07% 372

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

Globeflex Capital's SJM Position: Q4 2020 in Review

Globeflex Capital sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 1,068 shares — an estimated $123K sold.

Globeflex Capital first reported a position in SJM in Q2 2020 and held it in 2 quarters. The position peaked at $262K in Q2 2020. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Globeflex Capital reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Globeflex Capital sold 1,068 J.M. Smucker shares in Q4 2020, an estimated $123K.
  • Globeflex Capital first reported a position in J.M. Smucker in Q2 2020 and held it in 2 quarters.
  • Globeflex Capital's J.M. Smucker position peaked at $262K in Q2 2020.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Globeflex Capital's 13F filing for Q4 2020, filed 11 Feb 2021.