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Harel Insurance Investments & Financial Services’s J.M. Smucker SJM Stock Holding History

Harel Insurance Investments & Financial Services’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
Q2 		– Sell
-53
Closed -$22K – 856
2021
Q1 		$22K Sell
53
-24
-31% -$2.83K ﹤0.01% 691
2020
Q4 		$29K Buy
77
+9
+13% +$1.05K ﹤0.01% 652
2020
Q3 		$8K Buy
+68
New +$7.58K ﹤0.01% 584
2018
Q3 		– Sell
-2,000
Closed -$215K – 510
2018
Q2 		$215K Hold
2,000
– – 0.01% 183
2018
Q1 		$248K Hold
2,000
– – 0.01% 191
2017
Q4 		$248K Buy
+2,000
New +$222K 0.02% 194
2016
Q3 		– Sell
-180
Closed -$27K – 636
2016
Q2 		$27K Buy
+180
New +$23.9K ﹤0.01% 427

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 $3.37T AUM 44.26% 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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SJM Position: Q2 2021 in Review

Harel Insurance Investments & Financial Services sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 53 shares — an estimated $22K sold.

Harel Insurance Investments & Financial Services first reported a position in SJM in Q2 2016 and held it in 7 quarters. The position peaked at $248K in Q1 2018. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Harel Insurance Investments & Financial Services reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 53 J.M. Smucker shares in Q2 2021, an estimated $22K.
  • Harel Insurance Investments & Financial Services first reported a position in J.M. Smucker in Q2 2016 and held it in 7 quarters.
  • Harel Insurance Investments & Financial Services's J.M. Smucker position peaked at $248K in Q1 2018.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2021, filed 26 Jul 2021.