Lord, Abbett & Co
SJM icon

Lord, Abbett & Co’s J.M. Smucker SJM Stock Holding History

Lord, Abbett & Co’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
Q3 		– Sell
-168,350
Closed -$21.8M – 686
2021
Q2 		$21.8M Sell
168,350
-870
-0.5% -$116K 0.05% 406
2021
Q1 		$21.4M Buy
169,220
+30,999
+22% +$3.66M 0.05% 411
2020
Q4 		$16M Buy
138,221
+3,310
+2% +$385K 0.04% 447
2020
Q3 		$15.6M Sell
134,911
-1,500
-1% -$167K 0.05% 414
2020
Q2 		$14.4M Sell
136,411
-5,095
-4% -$573K 0.05% 419
2020
Q1 		$15.7M Sell
141,506
-406,086
-74% -$43.4M 0.07% 357
2019
Q4 		$57M Sell
547,592
-314,514
-36% -$33.3M 0.19% 161
2019
Q3 		$94.8M Buy
862,106
+560,106
+185% +$62.4M 0.32% 81
2019
Q2 		$34.8M Sell
302,000
-26,600
-8% -$3.25M 0.11% 313
2019
Q1 		$38.3M Sell
328,600
-54,500
-14% -$5.7M 0.13% 260
2018
Q4 		$35.8M Sell
383,100
-9,800
-2% -$1.02M 0.13% 251
2018
Q3 		$40.3M Sell
392,900
-1,300
-0.3% -$142K 0.11% 311
2018
Q2 		$42.4M Buy
394,200
+31,600
+9% +$3.55M 0.12% 264
2018
Q1 		$45M Buy
362,600
+252,300
+229% +$31.5M 0.13% 246
2017
Q4 		$13.7M Buy
+110,300
New +$12.3M 0.04% 567
2016
Q4 		– Sell
-32,500
Closed -$4.41M – 946
2016
Q3 		$4.41M Buy
32,500
+15,600
+92% +$2.29M 0.01% 754
2016
Q2 		$2.58M Sell
16,900
-4,700
-22% -$625K 0.01% 812
2016
Q1 		$2.81M Buy
+21,600
New +$2.72M 0.01% 798

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Lord, Abbett & Co's SJM Position: Q3 2021 in Review

Lord, Abbett & Co sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 168,350 shares — an estimated $21.8M sold.

Lord, Abbett & Co first reported a position in SJM in Q1 2016 and held it in 18 quarters. The position peaked at $94.8M in Q3 2019. 812 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Lord, Abbett & Co reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
  • Lord, Abbett & Co sold 168,350 J.M. Smucker shares in Q3 2021, an estimated $21.8M.
  • Lord, Abbett & Co first reported a position in J.M. Smucker in Q1 2016 and held it in 18 quarters.
  • Lord, Abbett & Co's J.M. Smucker position peaked at $94.8M in Q3 2019.
  • 812 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Lord, Abbett & Co's 13F filing for Q3 2021, filed 9 Nov 2021.