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Pratt Collard Advisory Partners’s J.M. Smucker SJM Stock Holding History

Pratt Collard Advisory Partners’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
Q2 		$343K Buy
2,644
+600
+29% +$79.7K 0.23% 79
2021
Q1 		$259K Buy
+2,044
New +$241K 0.19% 87

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pratt Collard Advisory Partners's SJM Position: Q2 2021 in Review

Pratt Collard Advisory Partners increased its J.M. Smucker (SJM) stake by 29% in Q2 2021, buying an estimated $79.7K and bringing the position to 2,644 shares worth $343K. The position accounts for 0.23% of the portfolio, ranked #79.

Pratt Collard Advisory Partners first reported a position in SJM in Q1 2021 and has held it in 2 quarters since. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Pratt Collard Advisory Partners held 2,644 shares of J.M. Smucker worth $343K as of Q2 2021.
  • Pratt Collard Advisory Partners bought 600 J.M. Smucker shares in Q2 2021, an estimated $79.7K.
  • J.M. Smucker made up 0.23% of Pratt Collard Advisory Partners's portfolio in Q2 2021, its #79 holding.
  • Pratt Collard Advisory Partners first reported a position in J.M. Smucker in Q1 2021 and has held it in 2 quarters since.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Pratt Collard Advisory Partners's 13F filing for Q2 2021, filed 14 Jul 2021.