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Putnam Investments’s J.M. Smucker SJM Stock Holding History

Putnam Investments’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
Q4 		– Sell
-22,144
Closed -$2.56M – 849
2020
Q3 		$2.56M Sell
22,144
-46
-0.2% -$5.13K 0.01% 598
2020
Q2 		$2.35M Buy
+22,190
New +$2.49M 0.01% 641
2018
Q2 		– Sell
-1,631
Closed -$202K – 1177
2018
Q1 		$202K Sell
1,631
-80,635
-98% -$10.1M ﹤0.01% 1074
2017
Q4 		$10.2M Sell
82,266
-18,865
-19% -$2.1M 0.02% 381
2017
Q3 		$10.6M Sell
101,131
-27,815
-22% -$3.18M 0.02% 382
2017
Q2 		$15.3M Sell
128,946
-682,079
-84% -$86.2M 0.04% 308
2017
Q1 		$106M Sell
811,025
-433,124
-35% -$58.9M 0.25% 107
2016
Q4 		$159M Buy
1,244,149
+20,688
+2% +$2.68M 0.38% 67
2016
Q3 		$166M Buy
1,223,461
+312,390
+34% +$45.9M 0.4% 61
2016
Q2 		$139M Buy
911,071
+13,437
+1% +$1.79M 0.34% 74
2016
Q1 		$117M Buy
897,634
+145,613
+19% +$18.4M 0.28% 87
2015
Q4 		$92.8M Sell
752,021
-8,007
-1% -$954K 0.21% 104
2015
Q3 		$86.7M Buy
760,028
+79,604
+12% +$8.88M 0.19% 122
2015
Q2 		$73.8M Buy
680,424
+600,822
+755% +$69.5M 0.15% 154
2015
Q1 		$9.21M Buy
79,602
+63,413
+392% +$6.95M 0.02% 529
2014
Q4 		$1.64M Sell
16,189
-1,645
-9% -$167K ﹤0.01% 1089
2014
Q3 		$1.77M Sell
17,834
-1,116
-6% -$115K ﹤0.01% 1056
2014
Q2 		$2.02M Buy
18,950
+11,406
+151% +$1.14M ﹤0.01% 1026
2014
Q1 		$734K Buy
7,544
+3,253
+76% +$316K ﹤0.01% 1272
2013
Q4 		$445K Sell
4,291
-69,092
-94% -$7.33M ﹤0.01% 1371
2013
Q3 		$7.71M Buy
73,383
+888
+1% +$96.2K 0.02% 523
2013
Q2 		$7.48M Buy
+72,495
New +$7.38M 0.02% 510

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Putnam Investments's SJM Position: Q4 2020 in Review

Putnam Investments sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 22,144 shares — an estimated $2.56M sold.

Putnam Investments first reported a position in SJM in Q2 2013 and held it in 22 quarters. The position peaked at $166M in Q3 2016. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Putnam Investments reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Putnam Investments sold 22,144 J.M. Smucker shares in Q4 2020, an estimated $2.56M.
  • Putnam Investments first reported a position in J.M. Smucker in Q2 2013 and held it in 22 quarters.
  • Putnam Investments's J.M. Smucker position peaked at $166M in Q3 2016.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Putnam Investments's 13F filing for Q4 2020, filed 16 Feb 2021.