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Laffer Tengler Investments’s J.M. Smucker SJM Stock Holding History

Laffer Tengler Investments’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
-852
Closed -$97.7K – 346
2020
Q4 		$97.7K Buy
+852
New +$99K 0.04% 209
2020
Q1 		– Sell
-5,613
Closed -$584K – 134
2019
Q4 		$584K Sell
5,613
-642
-10% -$68K 0.39% 78
2019
Q3 		$688K Sell
6,255
-72
-1% -$8.03K 0.59% 50
2019
Q2 		$729K Buy
6,327
+269
+4% +$32.8K 0.62% 43
2019
Q1 		$706K Buy
+6,058
New +$633K 0.19% 135
2013
Q3 		– Sell
-34,158
Closed -$3.52M – 287
2013
Q2 		$3.52M Buy
+34,158
New +$3.48M 0.69% 47

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
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

Laffer Tengler Investments's SJM Position: Q1 2021 in Review

Laffer Tengler Investments sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 852 shares — an estimated $97.7K sold.

Laffer Tengler Investments first reported a position in SJM in Q2 2013 and held it in 6 quarters. The position peaked at $3.52M in Q2 2013. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Laffer Tengler Investments reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Laffer Tengler Investments sold 852 J.M. Smucker shares in Q1 2021, an estimated $97.7K.
  • Laffer Tengler Investments first reported a position in J.M. Smucker in Q2 2013 and held it in 6 quarters.
  • Laffer Tengler Investments's J.M. Smucker position peaked at $3.52M in Q2 2013.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Laffer Tengler Investments's 13F filing for Q1 2021, filed 17 May 2021.