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Polaris Capital Management’s J.M. Smucker SJM Stock Holding History

Polaris Capital Management’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 		– Sell
-179,455
Closed -$19.9M – 103
2020
Q1 		$19.9M Sell
179,455
-238,200
-57% -$25.5M 1.2% 31
2019
Q4 		$43.5M Buy
417,655
+17,319
+4% +$1.83M 1.79% 26
2019
Q3 		$44M Buy
400,336
+36,000
+10% +$4.01M 1.98% 20
2019
Q2 		$42M Hold
364,336
– – 1.77% 21
2019
Q1 		$42.4M Sell
364,336
-6,400
-2% -$669K 1.77% 18
2018
Q4 		$34.7M Buy
370,736
+16,700
+5% +$1.74M 1.59% 27
2018
Q3 		$36.3M Buy
354,036
+37,632
+12% +$4.11M 1.58% 30
2018
Q2 		$34M Sell
316,404
-128,200
-29% -$14.4M 1.57% 28
2018
Q1 		$55.1M Buy
444,604
+159,500
+56% +$19.9M 2.03% 26
2017
Q4 		$35.4M Buy
285,104
+18,000
+7% +$2M 1.66% 29
2017
Q3 		$28M Buy
267,104
+46,100
+21% +$5.27M 1.57% 31
2017
Q2 		$26.2M Buy
221,004
+21,600
+11% +$2.73M 1.54% 30
2017
Q1 		$26.1M Buy
199,404
+825
+0.4% +$112K 1.86% 26
2016
Q4 		$25.4M Buy
198,579
+51,079
+35% +$6.62M 1.64% 28
2016
Q3 		$20M Sell
147,500
-14,800
-9% -$2.17M 1.56% 19
2016
Q2 		$24.7M Buy
162,300
+800
+0.5% +$106K 2.15% 7
2016
Q1 		$20.5M Buy
161,500
+59,700
+59% +$7.52M 1.76% 17
2015
Q4 		$12.6M Buy
101,800
+27,800
+38% +$3.31M 1.27% 30
2015
Q3 		$8.44M Buy
74,000
+17,800
+32% +$1.98M 1.02% 32
2015
Q2 		$6.09M Hold
56,200
– – 0.75% 36
2015
Q1 		$6.5M Buy
56,200
+800
+1% +$87.7K 0.91% 32
2014
Q4 		$5.59M Buy
+55,400
New +$5.61M 0.94% 33

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

Polaris Capital Management's SJM Position: Q2 2020 in Review

Polaris Capital Management sold out of J.M. Smucker (SJM) in Q2 2020, closing a stake of 179,455 shares — an estimated $19.9M sold.

Polaris Capital Management first reported a position in SJM in Q4 2014 and held it in 22 quarters. The position peaked at $55.1M in Q1 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q2 2020.

  • Polaris Capital Management reported no remaining J.M. Smucker position as of Q2 2020 after selling out during the quarter.
  • Polaris Capital Management sold 179,455 J.M. Smucker shares in Q2 2020, an estimated $19.9M.
  • Polaris Capital Management first reported a position in J.M. Smucker in Q4 2014 and held it in 22 quarters.
  • Polaris Capital Management's J.M. Smucker position peaked at $55.1M in Q1 2018.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2020.

Based on Polaris Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.