Migdal Insurance & Financial Holdings’s J.M. Smucker SJM Stock Holding History

Migdal Insurance & Financial Holdings’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	–	Sell	-560	Closed	-$73K	–	703
2021 Q2	$73K	Sell	560 -435	-44%	-$57.8K	﹤0.01%	444
2021 Q1	$126K	Buy	+995	New	+$117K	﹤0.01%	425
2020 Q4	–	Sell	-564	Closed	-$65K	–	721
2020 Q3	$65K	Sell	564 -254	-31%	-$28.3K	﹤0.01%	533
2020 Q2	$87K	Sell	818 -5	-0.6%	-$562	﹤0.01%	439
2020 Q1	$91K	Buy	+823	New	+$88K	﹤0.01%	401

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's SJM Position: Q3 2021 in Review

Migdal Insurance & Financial Holdings sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 560 shares — an estimated $73K sold.

Migdal Insurance & Financial Holdings first reported a position in SJM in Q1 2020 and held it in 5 quarters. The position peaked at $126K in Q1 2021. 812 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

Migdal Insurance & Financial Holdings reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 560 J.M. Smucker shares in Q3 2021, an estimated $73K.
Migdal Insurance & Financial Holdings first reported a position in J.M. Smucker in Q1 2020 and held it in 5 quarters.
Migdal Insurance & Financial Holdings's J.M. Smucker position peaked at $126K in Q1 2021.
812 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2021, filed 16 Nov 2021.