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Jacobi Capital Management’s J.M. Smucker SJM Stock Holding History

Jacobi Capital 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
Q4 		– Sell
-50
Closed -$6K – 1167
2021
Q3 		$6K Hold
50
– – ﹤0.01% 1173
2021
Q2 		$6K Hold
50
– – ﹤0.01% 1132
2021
Q1 		$6K Buy
50
+18
+56% +$2.13K ﹤0.01% 1087
2020
Q4 		$4K Hold
32
– – ﹤0.01% 1063
2020
Q3 		$4K Hold
32
– – ﹤0.01% 1000
2020
Q2 		$3K Hold
32
– – ﹤0.01% 1011
2020
Q1 		$4K Sell
32
-240
-88% -$25.7K ﹤0.01% 872
2019
Q4 		$28K Hold
272
– – 0.01% 560
2019
Q3 		$30K Hold
272
– – 0.01% 536
2019
Q2 		$31K Hold
272
– – 0.01% 528
2019
Q1 		$32K Buy
+272
New +$28.4K 0.01% 484

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobi Capital Management's SJM Position: Q4 2021 in Review

Jacobi Capital Management sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 50 shares — an estimated $6K sold.

Jacobi Capital Management first reported a position in SJM in Q1 2019 and held it in 11 quarters. The position peaked at $32K in Q1 2019. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Jacobi Capital Management reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 50 J.M. Smucker shares in Q4 2021, an estimated $6K.
  • Jacobi Capital Management first reported a position in J.M. Smucker in Q1 2019 and held it in 11 quarters.
  • Jacobi Capital Management's J.M. Smucker position peaked at $32K in Q1 2019.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.