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Nancy B. Gardiner’s J.M. Smucker SJM Stock Holding History

Nancy B. Gardiner’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 		$301K Hold
2,850
– – 0.5% 57
2020
Q1 		$317K Hold
2,850
– – 0.64% 53
2019
Q4 		$296K Hold
2,850
– – 0.47% 59
2019
Q3 		$314K Hold
2,850
– – 0.53% 57
2019
Q2 		$328K Sell
2,850
-250
-8% -$30.5K 0.54% 59
2019
Q1 		$361K Sell
3,100
-170
-5% -$17.8K 0.62% 55
2018
Q4 		$305K Sell
3,270
-1,210
-27% -$126K 0.62% 53
2018
Q3 		$461K Sell
4,480
-70
-2% -$7.64K 0.81% 44
2018
Q2 		$488K Sell
4,550
-45
-1% -$5.05K 1.45% 27
2018
Q1 		$569K Sell
4,595
-125
-3% -$15.6K 1.7% 24
2017
Q4 		$586K Sell
4,720
-4,325
-48% -$481K 1.63% 24
2017
Q3 		$950K Buy
9,045
+977
+12% +$112K 1.76% 26
2017
Q2 		$955K Buy
8,068
+1,276
+19% +$161K 1.94% 22
2017
Q1 		$890K Buy
6,792
+3,092
+84% +$420K 2.06% 20
2016
Q4 		$474K Buy
3,700
+140
+4% +$18.1K 1.2% 31
2016
Q3 		$482K Hold
3,560
– – 1.24% 31
2016
Q2 		$542K Buy
3,560
+50
+1% +$6.65K 1.74% 24
2016
Q1 		$455K Buy
3,510
+350
+11% +$44.1K 1.96% 20
2015
Q4 		$390K Buy
+3,160
New +$377K 1.89% 21

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

Nancy B. Gardiner's SJM Position: Q2 2020 in Review

Nancy B. Gardiner held its J.M. Smucker (SJM) position steady in Q2 2020 at 2,850 shares worth $301K. The position accounts for 0.5% of the portfolio, ranked #57.

Nancy B. Gardiner first reported a position in SJM in Q4 2015 and has held it in 19 quarters since. The position peaked at $955K in Q2 2017. 756 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Nancy B. Gardiner held 2,850 shares of J.M. Smucker worth $301K as of Q2 2020.
  • Nancy B. Gardiner left its J.M. Smucker share count unchanged in Q2 2020.
  • J.M. Smucker made up 0.5% of Nancy B. Gardiner's portfolio in Q2 2020, its #57 holding.
  • Nancy B. Gardiner first reported a position in J.M. Smucker in Q4 2015 and has held it in 19 quarters since.
  • Nancy B. Gardiner's J.M. Smucker position peaked at $955K in Q2 2017.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Nancy B. Gardiner's 13F filing for Q2 2020, filed 28 Jul 2020.