MFM
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MD Financial Management’s J.M. Smucker SJM Stock Holding History

MD Financial 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 		$1.9M Sell
14,020
-669
-5% -$85.3K 0.05% 213
2021
Q3 		$1.76M Sell
14,689
-135
-0.9% -$17.2K 0.04% 211
2021
Q2 		$1.92M Buy
+14,824
New +$1.97M 0.06% 200

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MD Financial Management's SJM Position: Q4 2021 in Review

MD Financial Management reduced its J.M. Smucker (SJM) stake by 4.6% in Q4 2021, selling an estimated $85.3K and leaving 14,020 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #213.

MD Financial Management first reported a position in SJM in Q2 2021 and has held it in 3 quarters since. The position peaked at $1.92M in Q2 2021. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • MD Financial Management held 14,020 shares of J.M. Smucker worth $1.9M as of Q4 2021.
  • MD Financial Management sold 669 J.M. Smucker shares in Q4 2021, an estimated $85.3K.
  • J.M. Smucker made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #213 holding.
  • MD Financial Management first reported a position in J.M. Smucker in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's J.M. Smucker position peaked at $1.92M in Q2 2021.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.