NNP
SJM icon

Nachman Norwood & Parrott’s J.M. Smucker SJM Stock Holding History

Nachman Norwood & Parrott’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
Q2 		$795K Buy
6,132
+8
+0.1% +$1.06K 0.08% 148
2021
Q1 		$775K Hold
6,124
– – 0.09% 145
2020
Q4 		$708K Hold
6,124
– – 0.08% 143
2020
Q3 		$707K Sell
6,124
-11
-0.2% -$1.23K 0.1% 130
2020
Q2 		$649K Hold
6,135
– – 0.11% 130
2020
Q1 		$681K Hold
6,135
– – 0.14% 111
2019
Q4 		$639K Hold
6,135
– – 0.1% 144
2019
Q3 		$675K Sell
6,135
-9
-0.1% -$1K 0.12% 132
2019
Q2 		$708K Hold
6,144
– – 0.13% 128
2019
Q1 		$716K Buy
6,144
+150
+3% +$15.7K 0.13% 120
2018
Q4 		$560K Buy
+5,994
New +$626K 0.12% 128

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nachman Norwood & Parrott's SJM Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its J.M. Smucker (SJM) stake by 0.13% in Q2 2021, buying an estimated $1.06K and bringing the position to 6,132 shares worth $795K. The position accounts for 0.08% of the portfolio, ranked #148.

Nachman Norwood & Parrott first reported a position in SJM in Q4 2018 and has held it in 11 quarters since. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Nachman Norwood & Parrott held 6,132 shares of J.M. Smucker worth $795K as of Q2 2021.
  • Nachman Norwood & Parrott bought 8 J.M. Smucker shares in Q2 2021, an estimated $1.06K.
  • J.M. Smucker made up 0.08% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #148 holding.
  • Nachman Norwood & Parrott first reported a position in J.M. Smucker in Q4 2018 and has held it in 11 quarters since.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.