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K.J. Harrison & Partners’s J.M. Smucker SJM Stock Holding History

K.J. Harrison & Partners’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
2020
Q3 		– Sell
-4,000
Closed -$423K – 258
2020
Q2 		$423K Buy
+4,000
New +$449K 0.12% 140
2017
Q1 		– Sell
-5,000
Closed -$640K – 195
2016
Q4 		$640K Hold
5,000
– – 0.26% 113
2016
Q3 		$678K Buy
+5,000
New +$734K 0.32% 100

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

K.J. Harrison & Partners's SJM Position: Q3 2020 in Review

K.J. Harrison & Partners sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 4,000 shares — an estimated $423K sold.

K.J. Harrison & Partners first reported a position in SJM in Q3 2016 and held it in 3 quarters. The position peaked at $678K in Q3 2016. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • K.J. Harrison & Partners reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • K.J. Harrison & Partners sold 4,000 J.M. Smucker shares in Q3 2020, an estimated $423K.
  • K.J. Harrison & Partners first reported a position in J.M. Smucker in Q3 2016 and held it in 3 quarters.
  • K.J. Harrison & Partners's J.M. Smucker position peaked at $678K in Q3 2016.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on K.J. Harrison & Partners's 13F filing for Q3 2020, filed 9 Nov 2020.