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Laurie J. Hall Trustee’s J.M. Smucker SJM Stock Holding History

Laurie J. Hall Trustee’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
-7
Closed -$1K – 346
2020
Q4 		$1K Hold
7
– – ﹤0.01% 332
2020
Q3 		$1K Buy
+7
New +$780 ﹤0.01% 318
2019
Q4 		$86K Hold
828
– – 0.04% 151
2019
Q3 		$91K Sell
828
-25
-3% -$2.79K 0.05% 146
2019
Q2 		$98K Hold
853
– – 0.05% 143
2019
Q1 		$100K Sell
853
-117
-12% -$12.2K 0.05% 142
2018
Q4 		$138K Buy
970
+110
+13% +$11.5K 0.08% 121
2018
Q3 		$88K Hold
860
– – 0.05% 161
2018
Q2 		$93K Buy
860
+50
+6% +$5.61K 0.05% 159
2018
Q1 		$101K Buy
810
+490
+153% +$61.2K 0.06% 140
2017
Q4 		$40K Sell
320
-4,544
-93% -$505K 0.02% 200
2017
Q3 		$510K Hold
4,864
– – 0.32% 58
2017
Q2 		$576K Buy
4,864
+1,890
+64% +$239K 0.37% 58
2017
Q1 		$387K Buy
2,974
+2,774
+1,387% +$377K 0.25% 65
2016
Q4 		$26K Buy
+200
New +$25.9K 0.02% 192
2016
Q2 		$8K Sell
50
-32
-39% -$4.26K 0.01% 251
2016
Q1 		$10K Sell
82
-57
-41% -$7.18K 0.01% 204
2015
Q4 		$18K Buy
+139
New +$16.6K 0.01% 179

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

Laurie J. Hall Trustee's SJM Position: Q1 2021 in Review

Laurie J. Hall Trustee sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Laurie J. Hall Trustee first reported a position in SJM in Q4 2015 and held it in 18 quarters. The position peaked at $576K in Q2 2017. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Laurie J. Hall Trustee reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 7 J.M. Smucker shares in Q1 2021, an estimated $1K.
  • Laurie J. Hall Trustee first reported a position in J.M. Smucker in Q4 2015 and held it in 18 quarters.
  • Laurie J. Hall Trustee's J.M. Smucker position peaked at $576K in Q2 2017.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2021, filed 15 Apr 2021.