Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s J.M. Smucker SJM Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-3,019
Closed -$349K – 1109
2020
Q4 		$349K Sell
3,019
-2,057
-41% -$239K ﹤0.01% 898
2020
Q3 		$586K Buy
5,076
+2,033
+67% +$227K 0.01% 758
2020
Q2 		$322K Buy
+3,043
New +$342K ﹤0.01% 872
2013
Q3 		– Sell
-5,650
Closed -$583K – 1009
2013
Q2 		$583K Buy
+5,650
New +$575K 0.01% 694

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

Jacobs Levy Equity Management's SJM Position: Q1 2021 in Review

Jacobs Levy Equity Management sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 3,019 shares — an estimated $349K sold.

Jacobs Levy Equity Management first reported a position in SJM in Q2 2013 and held it in 4 quarters. The position peaked at $586K in Q3 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Jacobs Levy Equity Management reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 3,019 J.M. Smucker shares in Q1 2021, an estimated $349K.
  • Jacobs Levy Equity Management first reported a position in J.M. Smucker in Q2 2013 and held it in 4 quarters.
  • Jacobs Levy Equity Management's J.M. Smucker position peaked at $586K in Q3 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2021, filed 17 May 2021.