Perpetual Ltd’s J.M. Smucker SJM Stock Holding History

Perpetual Ltd’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	$127K	Hold	1,100	–	–	0.01%	304
2020 Q2	$116K	Buy	+1,100	New	+$124K	0.01%	221

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perpetual Ltd's SJM Position: Q3 2020 in Review

Perpetual Ltd held its J.M. Smucker (SJM) position steady in Q3 2020 at 1,100 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #304.

Perpetual Ltd first reported a position in SJM in Q2 2020 and has held it in 2 quarters since. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

Perpetual Ltd held 1,100 shares of J.M. Smucker worth $127K as of Q3 2020.
Perpetual Ltd left its J.M. Smucker share count unchanged in Q3 2020.
J.M. Smucker made up 0.01% of Perpetual Ltd's portfolio in Q3 2020, its #304 holding.
Perpetual Ltd first reported a position in J.M. Smucker in Q2 2020 and has held it in 2 quarters since.
779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Perpetual Ltd's 13F filing for Q3 2020, filed 8 Dec 2020.