LMAM
SJM icon

Legg Mason Asset Management’s J.M. Smucker SJM Stock Holding History

Legg Mason Asset Management’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 		$755K Sell
5,562
-400
-7% -$51K 0.83% 56
2021
Q3 		$716K Buy
5,962
+300
+5% +$38.1K 0.83% 58
2021
Q2 		$734K Sell
5,662
-207
-4% -$27.5K 0.8% 59
2021
Q1 		$743K Sell
5,869
-455
-7% -$53.7K 0.81% 64
2020
Q4 		$731K Buy
+6,324
New +$735K 0.73% 65
2020
Q2 		$729K Buy
6,883
+4,426
+180% +$497K 0.8% 57
2020
Q1 		$273K Buy
2,457
+268
+12% +$28.6K 0.37% 106
2019
Q4 		$224K Buy
2,189
+100
+5% +$10.6K 0.24% 118
2019
Q3 		$230K Buy
2,089
+430
+26% +$47.9K 0.25% 119
2019
Q2 		$192K Sell
1,659
-841
-34% -$103K 0.22% 117
2019
Q1 		$292K Sell
2,500
-400
-14% -$41.8K 0.34% 110
2018
Q4 		$272K Sell
2,900
-800
-22% -$83.5K 0.34% 108
2018
Q3 		$380K Sell
3,700
-2,500
-40% -$273K 0.36% 107
2018
Q2 		$667K Buy
+6,200
New +$696K 0.52% 94
2017
Q3 		– Sell
-7,500
Closed -$888K – 128
2017
Q2 		$888K Sell
7,500
-500
-6% -$63.2K 0.73% 72
2017
Q1 		$1.05M Sell
8,000
-600
-7% -$81.5K 1.21% 34
2016
Q4 		$1.1M Sell
8,600
-1,500
-15% -$194K 1.26% 35
2016
Q3 		$1.37M Buy
10,100
+3,900
+63% +$572K 1.38% 26
2016
Q2 		$945K Buy
+6,200
New +$825K 1.02% 27

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legg Mason Asset Management's SJM Position: Q4 2021 in Review

Legg Mason Asset Management reduced its J.M. Smucker (SJM) stake by 6.7% in Q4 2021, selling an estimated $51K and leaving 5,562 shares worth $755K. The position accounts for 0.83% of the portfolio, ranked #56.

Legg Mason Asset Management first reported a position in SJM in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.37M in Q3 2016. 893 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Legg Mason Asset Management held 5,562 shares of J.M. Smucker worth $755K as of Q4 2021.
  • Legg Mason Asset Management sold 400 J.M. Smucker shares in Q4 2021, an estimated $51K.
  • J.M. Smucker made up 0.83% of Legg Mason Asset Management's portfolio in Q4 2021, its #56 holding.
  • Legg Mason Asset Management first reported a position in J.M. Smucker in Q2 2016 and has held it in 19 quarters since.
  • Legg Mason Asset Management's J.M. Smucker position peaked at $1.37M in Q3 2016.
  • 893 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.