Inspire Advisors’s J.M. Smucker SJM Stock Holding History

Inspire 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
2021 Q1	–	Sell	-906	Closed	-$105K	–	611
2020 Q4	$105K	Buy	+906	New	+$105K	0.04%	117

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inspire Advisors's SJM Position: Q1 2021 in Review

Inspire Advisors sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 906 shares — an estimated $105K sold.

Inspire Advisors first reported a position in SJM in Q4 2020 and held it in 1 quarter. The position peaked at $105K in Q4 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

Inspire Advisors reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
Inspire Advisors sold 906 J.M. Smucker shares in Q1 2021, an estimated $105K.
Inspire Advisors first reported a position in J.M. Smucker in Q4 2020 and held it in 1 quarter.
Inspire Advisors's J.M. Smucker position peaked at $105K in Q4 2020.
831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.