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Hillsdale Investment Management’s J.M. Smucker SJM Stock Holding History

Hillsdale Investment Management’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 		– Sell
-50
Closed -$6K – 665
2020
Q4 		$6K Hold
50
– – ﹤0.01% 538
2020
Q3 		$6K Buy
50
+10
+25% +$1.11K ﹤0.01% 533
2020
Q2 		$4K Buy
+40
New +$4.5K ﹤0.01% 515
2015
Q4 		– Sell
-1,200
Closed -$137K – 580
2015
Q3 		$137K Sell
1,200
-400
-25% -$44.6K 0.05% 366
2015
Q2 		$173K Buy
1,600
+100
+7% +$11.6K 0.05% 361
2015
Q1 		$174K Sell
1,500
-200
-12% -$21.9K 0.04% 352
2014
Q4 		$172K Buy
1,700
+400
+31% +$40.5K 0.04% 341
2014
Q3 		$129K Buy
1,300
+400
+44% +$41K 0.04% 363
2014
Q2 		$96K Sell
900
-100
-10% -$10K 0.02% 390
2014
Q1 		$97K Sell
1,000
-200
-17% -$19.4K 0.03% 380
2013
Q4 		$124K Hold
1,200
– – 0.04% 357
2013
Q3 		$126K Sell
1,200
-100
-8% -$10.8K 0.04% 333
2013
Q2 		$134K Buy
+1,300
New +$132K 0.04% 343

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

Hillsdale Investment Management's SJM Position: Q1 2021 in Review

Hillsdale Investment Management sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 50 shares — an estimated $6K sold.

Hillsdale Investment Management first reported a position in SJM in Q2 2013 and held it in 13 quarters. The position peaked at $174K in Q1 2015. 832 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Hillsdale Investment Management reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 50 J.M. Smucker shares in Q1 2021, an estimated $6K.
  • Hillsdale Investment Management first reported a position in J.M. Smucker in Q2 2013 and held it in 13 quarters.
  • Hillsdale Investment Management's J.M. Smucker position peaked at $174K in Q1 2015.
  • 832 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.