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Prime Capital Investment Advisors’s J.M. Smucker SJM Stock Holding History

Prime Capital Investment Advisors’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 		– Sell
-1
Closed – – 520
2021
Q1 		$0 Buy
+1
New +$118 ﹤0.01% 499
2020
Q3 		– Sell
-1
Closed – – 498
2020
Q2 		$0 Sell
1
-4
-80% -$449 ﹤0.01% 518
2020
Q1 		$1K Buy
5
+4
+400% +$428 ﹤0.01% 473
2019
Q4 		$0 Sell
1
-33,400
-100% -$3.54M ﹤0.01% 638
2019
Q3 		$3.67M Buy
33,401
+17,557
+111% +$1.96M 0.57% 45
2019
Q2 		$1.82M Buy
15,844
+15,666
+8,801% +$1.91M 0.33% 94
2019
Q1 		$21K Buy
+178
New +$18.6K 0.01% 238
2018
Q4 		– Sell
-1
Closed – – 421
2018
Q3 		$0 Buy
+1
New +$109 ﹤0.01% 345

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prime Capital Investment Advisors's SJM Position: Q2 2021 in Review

Prime Capital Investment Advisors sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 1 share.

Prime Capital Investment Advisors first reported a position in SJM in Q3 2018 and held it in 8 quarters. The position peaked at $3.67M in Q3 2019. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Prime Capital Investment Advisors reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1 J.M. Smucker share in Q2 2021.
  • Prime Capital Investment Advisors first reported a position in J.M. Smucker in Q3 2018 and held it in 8 quarters.
  • Prime Capital Investment Advisors's J.M. Smucker position peaked at $3.67M in Q3 2019.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.