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Meritage Group’s J.M. Smucker SJM Stock Holding History

Meritage Group’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
2020
Q1 		– Sell
-2,909
Closed -$303K – 43
2019
Q4 		$303K Buy
+2,909
New +$308K 0.01% 26
2017
Q1 		– Sell
-11,561
Closed -$1.48M – 69
2016
Q4 		$1.48M Buy
+11,561
New +$1.5M 0.04% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Meritage Group's SJM Position: Q1 2020 in Review

Meritage Group sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 2,909 shares — an estimated $303K sold.

Meritage Group first reported a position in SJM in Q4 2016 and held it in 2 quarters. The position peaked at $1.48M in Q4 2016. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Meritage Group reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Meritage Group sold 2,909 J.M. Smucker shares in Q1 2020, an estimated $303K.
  • Meritage Group first reported a position in J.M. Smucker in Q4 2016 and held it in 2 quarters.
  • Meritage Group's J.M. Smucker position peaked at $1.48M in Q4 2016.
  • 757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Meritage Group's 13F filing for Q1 2020, filed 14 May 2020.