Kovitz Investment Group Partners
SJM icon

Kovitz Investment Group Partners’s J.M. Smucker SJM Stock Holding History

Kovitz Investment Group 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
2022
Q2 		– Sell
-2,288
Closed -$310K – 424
2022
Q1 		$310K Sell
2,288
-35,771
-94% -$4.88M 0.01% 376
2021
Q4 		$4.4M Sell
38,059
-585
-2% -$74.6K 0.1% 139
2021
Q3 		$4.64M Sell
38,644
-339
-0.9% -$43.1K 0.09% 153
2021
Q2 		$5.05M Sell
38,983
-116
-0.3% -$15.4K 0.1% 154
2021
Q1 		$4.95M Buy
39,099
+1,041
+3% +$123K 0.12% 139
2020
Q4 		$4.4M Sell
38,058
-889
-2% -$103K 0.11% 133
2020
Q3 		$4.5M Sell
38,947
-321
-0.8% -$35.8K 0.13% 117
2020
Q2 		$4.16M Sell
39,268
-2,569
-6% -$289K 0.13% 118
2020
Q1 		$4.64M Sell
41,837
-1,459
-3% -$156K 0.17% 98
2019
Q4 		$4.51M Sell
43,296
-459
-1% -$48.6K 0.13% 115
2019
Q3 		$4.81M Sell
43,755
-655
-1% -$73K 0.15% 102
2019
Q2 		$5.12M Sell
44,410
-748
-2% -$91.3K 0.16% 98
2019
Q1 		$5.26M Buy
45,158
+5,690
+14% +$595K 0.17% 93
2018
Q4 		$3.69M Buy
+39,468
New +$4.12M 0.15% 107

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group Partners's SJM Position: Q2 2022 in Review

Kovitz Investment Group Partners sold out of J.M. Smucker (SJM) in Q2 2022, closing a stake of 2,288 shares — an estimated $310K sold.

Kovitz Investment Group Partners first reported a position in SJM in Q4 2018 and held it in 14 quarters. The position peaked at $5.26M in Q1 2019. 863 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

  • Kovitz Investment Group Partners reported no remaining J.M. Smucker position as of Q2 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,288 J.M. Smucker shares in Q2 2022, an estimated $310K.
  • Kovitz Investment Group Partners first reported a position in J.M. Smucker in Q4 2018 and held it in 14 quarters.
  • Kovitz Investment Group Partners's J.M. Smucker position peaked at $5.26M in Q1 2019.
  • 863 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2022, filed 2 Aug 2022.