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Morningstar Investment Services’s J.M. Smucker SJM Stock Holding History

Morningstar Investment Services’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
Q2 		– Sell
-4,002
Closed -$443K – 217
2020
Q1 		$443K Buy
4,002
+958
+31% +$102K 0.01% 167
2019
Q4 		$317K Sell
3,044
-212
-7% -$22.4K 0.01% 164
2019
Q3 		$358K Sell
3,256
-126
-4% -$14K 0.01% 156
2019
Q2 		$390K Sell
3,382
-200
-6% -$24.4K 0.01% 176
2019
Q1 		$417K Sell
3,582
-473
-12% -$49.4K 0.01% 163
2018
Q4 		$379K Buy
4,055
+105
+3% +$11K 0.01% 168
2018
Q3 		$405K Buy
3,950
+1,122
+40% +$123K 0.01% 163
2018
Q2 		$304K Buy
+2,828
New +$318K 0.01% 183

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morningstar Investment Services's SJM Position: Q2 2020 in Review

Morningstar Investment Services sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 4,002 shares — an estimated $443K sold.

Morningstar Investment Services first reported a position in SJM in Q2 2018 and held it in 8 quarters. The position peaked at $443K in Q1 2020. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Morningstar Investment Services reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Morningstar Investment Services sold 4,002 J.M. Smucker shares in Q2 2020, an estimated $443K.
  • Morningstar Investment Services first reported a position in J.M. Smucker in Q2 2018 and held it in 8 quarters.
  • Morningstar Investment Services's J.M. Smucker position peaked at $443K in Q1 2020.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Morningstar Investment Services's 13F filing for Q2 2020, filed 30 Jul 2020.