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Plimoth Trust’s J.M. Smucker SJM Stock Holding History

Plimoth Trust’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
Q1 		– Sell
-1,733
Closed -$200K – 164
2020
Q4 		$200K Sell
1,733
-165
-9% -$19.2K 0.06% 155
2020
Q3 		$219K Sell
1,898
-510
-21% -$56.8K 0.07% 153
2020
Q2 		$255K Sell
2,408
-5,302
-69% -$596K 0.09% 149
2020
Q1 		$855K Sell
7,710
-360
-4% -$38.5K 0.36% 86
2019
Q4 		$840K Buy
8,070
+1,828
+29% +$193K 0.27% 102
2019
Q3 		$687K Buy
6,242
+1,270
+26% +$142K 0.23% 125
2019
Q2 		$573K Sell
4,972
-1,140
-19% -$139K 0.19% 130
2019
Q1 		$712K Buy
6,112
+50
+0.8% +$5.23K 0.24% 114
2018
Q4 		$567K Buy
6,062
+905
+18% +$94.5K 0.21% 125
2018
Q3 		$529K Buy
5,157
+970
+23% +$106K 0.17% 140
2018
Q2 		$450K Buy
4,187
+1,820
+77% +$204K 0.15% 148
2018
Q1 		$293K Buy
+2,367
New +$296K 0.1% 171

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
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

Plimoth Trust's SJM Position: Q1 2021 in Review

Plimoth Trust sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 1,733 shares — an estimated $200K sold.

Plimoth Trust first reported a position in SJM in Q1 2018 and held it in 12 quarters. The position peaked at $855K in Q1 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Plimoth Trust reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Plimoth Trust sold 1,733 J.M. Smucker shares in Q1 2021, an estimated $200K.
  • Plimoth Trust first reported a position in J.M. Smucker in Q1 2018 and held it in 12 quarters.
  • Plimoth Trust's J.M. Smucker position peaked at $855K in Q1 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Plimoth Trust's 13F filing for Q1 2021, filed 14 Apr 2021.