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Infusive Asset Management’s J.M. Smucker SJM Stock Holding History

Infusive Asset 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
Q2 		– Sell
-967
Closed -$122K – 77
2021
Q1 		$122K Buy
967
+117
+14% +$13.8K 0.03% 54
2020
Q4 		$98K Buy
+850
New +$98.8K 0.03% 54

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
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

Infusive Asset Management's SJM Position: Q2 2021 in Review

Infusive Asset Management sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 967 shares — an estimated $122K sold.

Infusive Asset Management first reported a position in SJM in Q4 2020 and held it in 2 quarters. The position peaked at $122K in Q1 2021. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Infusive Asset Management reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Infusive Asset Management sold 967 J.M. Smucker shares in Q2 2021, an estimated $122K.
  • Infusive Asset Management first reported a position in J.M. Smucker in Q4 2020 and held it in 2 quarters.
  • Infusive Asset Management's J.M. Smucker position peaked at $122K in Q1 2021.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Infusive Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.