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Marshall Wace North America’s J.M. Smucker SJM Stock Holding History

Marshall Wace North America’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
Q2 		– Sell
-3,079
Closed -$390K – 1739
2021
Q1 		$390K Buy
+3,079
New +$363K ﹤0.01% 1259
2020
Q2 		– Sell
-7,325
Closed -$813K – 1451
2020
Q1 		$813K Sell
7,325
-46,002
-86% -$4.92M 0.01% 650
2019
Q4 		$5.55M Buy
53,327
+53,159
+31,642% +$5.63M 0.03% 376
2019
Q3 		$18K Sell
168
-1,641
-91% -$183K ﹤0.01% 1235
2019
Q2 		$209K Sell
1,809
-6,806
-79% -$831K ﹤0.01% 1034
2019
Q1 		$1M Buy
+8,615
New +$900K 0.01% 666
2017
Q3 		– Sell
-75,034
Closed -$8.85M – 1474
2017
Q2 		$8.85M Buy
+75,034
New +$9.48M 0.06% 352

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marshall Wace North America's SJM Position: Q2 2021 in Review

Marshall Wace North America sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 3,079 shares — an estimated $390K sold.

Marshall Wace North America first reported a position in SJM in Q2 2017 and held it in 7 quarters. The position peaked at $8.85M in Q2 2017. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Marshall Wace North America reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Marshall Wace North America sold 3,079 J.M. Smucker shares in Q2 2021, an estimated $390K.
  • Marshall Wace North America first reported a position in J.M. Smucker in Q2 2017 and held it in 7 quarters.
  • Marshall Wace North America's J.M. Smucker position peaked at $8.85M in Q2 2017.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.