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Guardian Life Insurance’s J.M. Smucker SJM Stock Holding History

Guardian Life Insurance’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
Q1 		– Sell
-330
Closed -$34K – 394
2019
Q4 		$34K Hold
330
– – 0.01% 408
2019
Q3 		$36K Hold
330
– – 0.01% 395
2019
Q2 		$38K Buy
330
+10
+3% +$1.22K 0.01% 382
2019
Q1 		$37K Hold
320
– – ﹤0.01% 379
2018
Q4 		$30K Hold
320
– – 0.01% 395
2018
Q3 		$33K Buy
320
+7
+2% +$764 0.01% 410
2018
Q2 		$34K Buy
313
+52
+20% +$5.84K 0.01% 394
2018
Q1 		$32K Sell
261
-106
-29% -$13.2K 0.01% 361
2017
Q4 		$46K Buy
367
+106
+41% +$11.8K 0.01% 352
2017
Q3 		$27K Hold
261
– – ﹤0.01% 380
2017
Q2 		$31K Sell
261
-188
-42% -$23.8K ﹤0.01% 339
2017
Q1 		$59K Buy
449
+6
+1% +$816 0.01% 314
2016
Q4 		$57K Hold
443
– – 0.01% 320
2016
Q3 		$60K Hold
443
– – 0.01% 332
2016
Q2 		$68K Hold
443
– – 0.01% 321
2016
Q1 		$58K Sell
443
-120
-21% -$15.1K 0.01% 342
2015
Q4 		$69K Sell
563
-38
-6% -$4.53K 0.01% 349
2015
Q3 		$69K Buy
601
+176
+41% +$19.6K 0.01% 385
2015
Q2 		$46K Sell
425
-17
-4% -$1.97K ﹤0.01% 433
2015
Q1 		$51K Sell
442
-138
-24% -$15.1K ﹤0.01% 419
2014
Q4 		$59K Hold
580
– – 0.01% 443
2014
Q3 		$57K Sell
580
-14
-2% -$1.44K 0.01% 435
2014
Q2 		$63K Hold
594
– – 0.01% 410
2014
Q1 		$58K Hold
594
– – 0.01% 436
2013
Q4 		$62K Sell
594
-697
-54% -$73.9K 0.01% 418
2013
Q3 		$136K Hold
1,291
– – 0.01% 393
2013
Q2 		$133K Buy
+1,291
New +$131K 0.01% 384

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Guardian Life Insurance's SJM Position: Q1 2020 in Review

Guardian Life Insurance sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 330 shares — an estimated $34K sold.

Guardian Life Insurance first reported a position in SJM in Q2 2013 and held it in 27 quarters. The position peaked at $136K in Q3 2013. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Guardian Life Insurance reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 330 J.M. Smucker shares in Q1 2020, an estimated $34K.
  • Guardian Life Insurance first reported a position in J.M. Smucker in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's J.M. Smucker position peaked at $136K in Q3 2013.
  • 757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.