Kiwi Wealth Investments Limited Partnership’s J.M. Smucker SJM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-24,595	Closed	-$2.95M	–	280
2021 Q3	$2.95M	Sell	24,595 -8,203	-25%	-$1.04M	0.15%	157
2021 Q2	$4.25M	Hold	32,798	–	–	0.22%	120
2021 Q1	$4.15M	Buy	+32,798	New	+$3.87M	0.24%	116
2017 Q2	–	Sell	-18,863	Closed	-$2.47M	–	176
2017 Q1	$2.47M	Sell	18,863 -245	-1%	-$33.3K	0.2%	103
2016 Q4	$2.45M	Buy	19,108 +1,402	+8%	+$182K	0.21%	105
2016 Q3	$2.4M	Buy	+17,706	New	+$2.6M	0.21%	106

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's SJM Position: Q4 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 24,595 shares — an estimated $2.95M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SJM in Q3 2016 and held it in 6 quarters. The position peaked at $4.25M in Q2 2021. 894 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

Kiwi Wealth Investments Limited Partnership reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 24,595 J.M. Smucker shares in Q4 2021, an estimated $2.95M.
Kiwi Wealth Investments Limited Partnership first reported a position in J.M. Smucker in Q3 2016 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's J.M. Smucker position peaked at $4.25M in Q2 2021.
894 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2021, filed 15 Feb 2022.