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Legacy Capital Partners’s J.M. Smucker SJM Stock Holding History

Legacy Capital 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
2021
Q1 		– Sell
-2,013
Closed -$233K – 141
2020
Q4 		$233K Sell
2,013
-2,275
-53% -$264K 0.09% 123
2020
Q3 		$495K Sell
4,288
-748
-15% -$83.4K 0.2% 93
2020
Q2 		$533K Sell
5,036
-4,564
-48% -$513K 0.23% 88
2020
Q1 		$1.07M Sell
9,600
-347
-3% -$37.1K 0.53% 55
2019
Q4 		$1.04M Sell
9,947
-3,623
-27% -$383K 0.42% 67
2019
Q3 		$1.49M Sell
13,570
-2,145
-14% -$239K 0.65% 52
2019
Q2 		$1.81M Buy
15,715
+1,040
+7% +$127K 0.8% 45
2019
Q1 		$1.71M Sell
14,675
-150
-1% -$15.7K 0.8% 47
2018
Q4 		$1.39M Sell
14,825
-233
-2% -$24.3K 0.73% 48
2018
Q3 		$1.54M Sell
15,058
-1,790
-11% -$195K 0.71% 53
2018
Q2 		$1.81M Buy
16,848
+180
+1% +$20.2K 0.89% 40
2018
Q1 		$2.07M Buy
16,668
+3,185
+24% +$398K 1.04% 38
2017
Q4 		$1.68M Buy
13,483
+1,544
+13% +$172K 0.83% 45
2017
Q3 		$1.25M Sell
11,939
-1,420
-11% -$162K 0.66% 51
2017
Q2 		$1.58M Sell
13,359
-1,135
-8% -$143K 0.86% 44
2017
Q1 		$1.9M Buy
14,494
+80
+0.6% +$10.9K 1.07% 39
2016
Q4 		$1.85M Buy
14,414
+294
+2% +$38.1K 1.12% 38
2016
Q3 		$1.91M Buy
14,120
+20
+0.1% +$2.94K 1.2% 33
2016
Q2 		$2.15M Sell
14,100
-190
-1% -$25.3K 1.34% 27
2016
Q1 		$1.86M Sell
14,290
-1,000
-7% -$126K 1.2% 32
2015
Q4 		$1.89M Buy
15,290
+50
+0.3% +$5.96K 1.21% 31
2015
Q3 		$1.74M Buy
15,240
+1,475
+11% +$164K 1.18% 34
2015
Q2 		$1.49M Sell
13,765
-550
-4% -$63.6K 0.97% 37
2015
Q1 		$1.66M Buy
14,315
+25
+0.2% +$2.74K 1.06% 32
2014
Q4 		$1.44M Buy
14,290
+950
+7% +$96.2K 0.92% 40
2014
Q3 		$1.32M Buy
13,340
+1,500
+13% +$154K 0.88% 43
2014
Q2 		$1.26M Buy
+11,840
New +$1.19M 0.82% 46

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Partners's SJM Position: Q1 2021 in Review

Legacy Capital Partners sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 2,013 shares — an estimated $233K sold.

Legacy Capital Partners first reported a position in SJM in Q2 2014 and held it in 27 quarters. The position peaked at $2.15M in Q2 2016. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Legacy Capital Partners reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Legacy Capital Partners sold 2,013 J.M. Smucker shares in Q1 2021, an estimated $233K.
  • Legacy Capital Partners first reported a position in J.M. Smucker in Q2 2014 and held it in 27 quarters.
  • Legacy Capital Partners's J.M. Smucker position peaked at $2.15M in Q2 2016.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Legacy Capital Partners's 13F filing for Q1 2021, filed 20 Apr 2021.