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NumerixS Investment Technologies’s J.M. Smucker SJM Stock Holding History

NumerixS Investment Technologies’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
Q3 		– Sell
-3,400
Closed -$360K – 704
2020
Q2 		$360K Buy
3,400
+400
+13% +$44.9K 0.1% 242
2020
Q1 		$333K Buy
3,000
+100
+3% +$10.7K 0.17% 134
2019
Q4 		$302K Sell
2,900
-7,300
-72% -$773K 0.06% 374
2019
Q3 		$1.12M Buy
10,200
+9,200
+920% +$1.03M 0.29% 71
2019
Q2 		$115K Buy
+1,000
New +$122K 0.03% 559
2018
Q4 		– Sell
-9,900
Closed -$1.01M – 1342
2018
Q3 		$1.01M Buy
+9,900
New +$1.08M 0.19% 153
2017
Q3 		– Sell
-4,172
Closed -$494K – 1327
2017
Q2 		$494K Sell
4,172
-2,428
-37% -$307K 0.07% 342
2017
Q1 		$865K Sell
6,600
-1,800
-21% -$245K 0.1% 256
2016
Q4 		$1.08M Buy
+8,400
New +$1.09M 0.14% 192
2016
Q3 		– Sell
-200
Closed -$30K – 1294
2016
Q2 		$30K Sell
200
-3,800
-95% -$505K ﹤0.01% 1016
2016
Q1 		$519K Sell
4,000
-10,140
-72% -$1.28M 0.06% 443
2015
Q4 		$1.74M Buy
14,140
+6,240
+79% +$744K 0.22% 102
2015
Q3 		$901K Buy
+7,900
New +$881K 0.1% 249

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NumerixS Investment Technologies's SJM Position: Q3 2020 in Review

NumerixS Investment Technologies sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 3,400 shares — an estimated $360K sold.

NumerixS Investment Technologies first reported a position in SJM in Q3 2015 and held it in 13 quarters. The position peaked at $1.74M in Q4 2015. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • NumerixS Investment Technologies reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • NumerixS Investment Technologies sold 3,400 J.M. Smucker shares in Q3 2020, an estimated $360K.
  • NumerixS Investment Technologies first reported a position in J.M. Smucker in Q3 2015 and held it in 13 quarters.
  • NumerixS Investment Technologies's J.M. Smucker position peaked at $1.74M in Q4 2015.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on NumerixS Investment Technologies's 13F filing for Q3 2020.