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Mork Capital Management’s J.M. Smucker SJM Stock Holding History

Mork Capital 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
Q1 		– Sell
-9,500
Closed -$1.1M – 99
2020
Q4 		$1.1M Hold
9,500
– – 0.8% 49
2020
Q3 		$1.1M Hold
9,500
– – 1.2% 30
2020
Q2 		$1M Hold
9,500
– – 1.18% 29
2020
Q1 		$1.05M Hold
9,500
– – 1.44% 19
2019
Q4 		$989K Buy
+9,500
New +$1.01M 0.71% 65

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 $3.37T AUM 44.26% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mork Capital Management's SJM Position: Q1 2021 in Review

Mork Capital Management sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 9,500 shares — an estimated $1.1M sold.

Mork Capital Management first reported a position in SJM in Q4 2019 and held it in 5 quarters. The position peaked at $1.1M in Q4 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Mork Capital Management reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Mork Capital Management sold 9,500 J.M. Smucker shares in Q1 2021, an estimated $1.1M.
  • Mork Capital Management first reported a position in J.M. Smucker in Q4 2019 and held it in 5 quarters.
  • Mork Capital Management's J.M. Smucker position peaked at $1.1M in Q4 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Mork Capital Management's 13F filing for Q1 2021, filed 14 May 2021.