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Logan Capital Management’s J.M. Smucker SJM Stock Holding History

Logan Capital 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
2022
Q1 		– Sell
-47
Closed -$6K – 548
2021
Q4 		$6K Sell
47
-225
-83% -$28.7K ﹤0.01% 483
2021
Q3 		$33K Hold
272
– – ﹤0.01% 391
2021
Q2 		$35K Buy
272
+229
+533% +$30.4K ﹤0.01% 376
2021
Q1 		$5K Buy
+43
New +$5.08K ﹤0.01% 453

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Logan Capital Management's SJM Position: Q1 2022 in Review

Logan Capital Management sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 47 shares — an estimated $6K sold.

Logan Capital Management first reported a position in SJM in Q1 2021 and held it in 4 quarters. The position peaked at $35K in Q2 2021. 860 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Logan Capital Management reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Logan Capital Management sold 47 J.M. Smucker shares in Q1 2022, an estimated $6K.
  • Logan Capital Management first reported a position in J.M. Smucker in Q1 2021 and held it in 4 quarters.
  • Logan Capital Management's J.M. Smucker position peaked at $35K in Q2 2021.
  • 860 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Logan Capital Management's 13F filing for Q1 2022, filed 16 May 2022.