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Mid Atlantic Financial Management’s J.M. Smucker SJM Stock Holding History

Mid Atlantic 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
Q3 		$314K Sell
2,617
-66
-2% -$8.39K 0.02% 644
2021
Q2 		$348K Buy
2,683
+260
+11% +$34.5K 0.02% 604
2021
Q1 		$307K Sell
2,423
-339
-12% -$40K 0.02% 619
2020
Q4 		$319K Sell
2,762
-255
-8% -$29.6K 0.02% 554
2020
Q3 		$342K Buy
3,017
+428
+17% +$47.7K 0.03% 460
2020
Q2 		$274K Sell
2,589
-3
-0.1% -$337 0.03% 514
2020
Q1 		$288K Sell
2,592
-650
-20% -$69.5K 0.03% 452
2019
Q4 		$338K Buy
3,242
+110
+4% +$11.6K 0.03% 497
2019
Q3 		$345K Sell
3,132
-66
-2% -$7.36K 0.04% 467
2019
Q2 		$368K Buy
3,198
+8
+0.3% +$977 0.04% 459
2019
Q1 		$372K Buy
3,190
+299
+10% +$31.3K 0.04% 445
2018
Q4 		$270K Buy
+2,891
New +$302K 0.03% 498

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

Mid Atlantic Financial Management's SJM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its J.M. Smucker (SJM) stake by 2.5% in Q3 2021, selling an estimated $8.39K and leaving 2,617 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #644.

Mid Atlantic Financial Management first reported a position in SJM in Q4 2018 and has held it in 12 quarters since. The position peaked at $372K in Q1 2019. 813 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Mid Atlantic Financial Management held 2,617 shares of J.M. Smucker worth $314K as of Q3 2021.
  • Mid Atlantic Financial Management sold 66 J.M. Smucker shares in Q3 2021, an estimated $8.39K.
  • J.M. Smucker made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #644 holding.
  • Mid Atlantic Financial Management first reported a position in J.M. Smucker in Q4 2018 and has held it in 12 quarters since.
  • Mid Atlantic Financial Management's J.M. Smucker position peaked at $372K in Q1 2019.
  • 813 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.