MAM
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Madison Asset Management’s J.M. Smucker SJM Stock Holding History

Madison 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
2022
Q1 		– Sell
-27,900
Closed -$3.79M – 326
2021
Q4 		$3.79M Sell
27,900
-22,500
-45% -$2.87M 0.05% 212
2021
Q3 		$6.05M Hold
50,400
– – 0.08% 162
2021
Q2 		$6.53M Hold
50,400
– – 0.09% 162
2021
Q1 		$6.38M Hold
50,400
– – 0.09% 162
2020
Q4 		$5.83M Sell
50,400
-5,000
-9% -$581K 0.09% 163
2020
Q3 		$6.4M Hold
55,400
– – 0.11% 134
2020
Q2 		$5.86M Hold
55,400
– – 0.1% 142
2020
Q1 		$6.15M Sell
55,400
-200
-0.4% -$21.4K 0.13% 132
2019
Q4 		$5.79M Buy
+55,600
New +$5.89M 0.09% 177

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

Madison Asset Management's SJM Position: Q1 2022 in Review

Madison Asset Management sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 27,900 shares — an estimated $3.79M sold.

Madison Asset Management first reported a position in SJM in Q4 2019 and held it in 9 quarters. The position peaked at $6.53M in Q2 2021. 860 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Madison Asset Management reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Madison Asset Management sold 27,900 J.M. Smucker shares in Q1 2022, an estimated $3.79M.
  • Madison Asset Management first reported a position in J.M. Smucker in Q4 2019 and held it in 9 quarters.
  • Madison Asset Management's J.M. Smucker position peaked at $6.53M in Q2 2021.
  • 860 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Madison Asset Management's 13F filing for Q1 2022, filed 12 May 2022.