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Horan Capital Advisors’s J.M. Smucker SJM Stock Holding History

Horan Capital Advisors’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
-142
Closed -$16K – 246
2020
Q3 		$16K Buy
+142
New +$15.8K 0.01% 229
2020
Q1 		– Sell
-142
Closed -$15K – 224
2019
Q4 		$15K Hold
142
– – 0.01% 209
2019
Q3 		$16K Buy
+142
New +$15.8K 0.01% 212
2019
Q2 		– Sell
-142
Closed -$17K – 214
2019
Q1 		$17K Buy
+142
New +$14.8K 0.01% 204
2017
Q4 		– Sell
-84
Closed -$9K – 230
2017
Q3 		$9K Buy
+84
New +$9.6K 0.01% 264

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

Horan Capital Advisors's SJM Position: Q4 2020 in Review

Horan Capital Advisors sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 142 shares — an estimated $16K sold.

Horan Capital Advisors first reported a position in SJM in Q3 2017 and held it in 5 quarters. The position peaked at $17K in Q1 2019. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Horan Capital Advisors reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 142 J.M. Smucker shares in Q4 2020, an estimated $16K.
  • Horan Capital Advisors first reported a position in J.M. Smucker in Q3 2017 and held it in 5 quarters.
  • Horan Capital Advisors's J.M. Smucker position peaked at $17K in Q1 2019.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.