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Patriot Investment Management Group’s J.M. Smucker SJM Stock Holding History

Patriot Investment Management Group’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
-5
Closed -$529 – 565
2020
Q2 		$529 Buy
+5
New +$562 ﹤0.01% 683

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Investment Management Group's SJM Position: Q3 2020 in Review

Patriot Investment Management Group sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 5 shares — an estimated $529 sold.

Patriot Investment Management Group first reported a position in SJM in Q2 2020 and held it in 1 quarter. The position peaked at $529 in Q2 2020. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Patriot Investment Management Group reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 5 J.M. Smucker shares in Q3 2020, an estimated $529.
  • Patriot Investment Management Group first reported a position in J.M. Smucker in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's J.M. Smucker position peaked at $529 in Q2 2020.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.