HI
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Human Investing’s J.M. Smucker SJM Stock Holding History

Human Investing’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
-375
Closed -$47K – 258
2021
Q1 		$47K Sell
375
-382
-50% -$45.1K 0.01% 160
2020
Q4 		$88K Sell
757
-120
-14% -$13.9K 0.02% 144
2020
Q3 		$101K Buy
877
+33
+4% +$3.68K 0.03% 125
2020
Q2 		$89K Buy
844
+840
+21,000% +$94.4K 0.03% 135
2020
Q1 		$0 Hold
4
– – ﹤0.01% 373
2019
Q4 		$0 Hold
4
– – ﹤0.01% 383
2019
Q3 		$0 Hold
4
– – ﹤0.01% 374
2019
Q2 		$0 Hold
4
– – ﹤0.01% 361
2019
Q1 		$0 Hold
4
– – ﹤0.01% 407
2018
Q4 		$0 Buy
+4
New +$418 ﹤0.01% 411

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 $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Human Investing's SJM Position: Q2 2021 in Review

Human Investing sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 375 shares — an estimated $47K sold.

Human Investing first reported a position in SJM in Q4 2018 and held it in 10 quarters. The position peaked at $101K in Q3 2020. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Human Investing reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Human Investing sold 375 J.M. Smucker shares in Q2 2021, an estimated $47K.
  • Human Investing first reported a position in J.M. Smucker in Q4 2018 and held it in 10 quarters.
  • Human Investing's J.M. Smucker position peaked at $101K in Q3 2020.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Human Investing's 13F filing for Q2 2021, filed 2 Aug 2021.