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Rampart Investment Management’s J.M. Smucker SJM Stock Holding History

Rampart Investment 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
Q4 		– Sell
-403
Closed -$47K – 311
2020
Q3 		$47K Sell
403
-449
-53% -$50K 0.03% 332
2020
Q2 		$90K Buy
852
+6
+0.7% +$674 0.02% 465
2020
Q1 		$94K Sell
846
-775
-48% -$82.8K 0.04% 337
2019
Q4 		$169K Sell
1,621
-114
-7% -$12.1K 0.02% 475
2019
Q3 		$191K Sell
1,735
-153
-8% -$17.1K 0.02% 440
2019
Q2 		$217K Sell
1,888
-1
-0.1% -$122 0.03% 440
2019
Q1 		$220K Buy
1,889
+667
+55% +$69.7K 0.03% 430
2018
Q4 		$114K Sell
1,222
-3,400
-74% -$355K 0.03% 378
2018
Q3 		$131K Buy
4,622
+3,473
+302% +$379K 0.06% 348
2018
Q2 		$123K Sell
1,149
-74
-6% -$8.31K 0.01% 492
2018
Q1 		$152K Sell
1,223
-149
-11% -$18.6K 0.01% 479
2017
Q4 		$170K Sell
1,372
-104
-7% -$11.6K 0.07% 319
2017
Q3 		$155K Sell
1,476
-77
-5% -$8.79K 0.05% 376
2017
Q2 		$184K Buy
1,553
+1,231
+382% +$156K 0.07% 316
2017
Q1 		$42K Buy
+322
New +$43.8K 0.02% 302

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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Rampart Investment Management's SJM Position: Q4 2020 in Review

Rampart Investment Management sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 403 shares — an estimated $47K sold.

Rampart Investment Management first reported a position in SJM in Q1 2017 and held it in 15 quarters. The position peaked at $220K in Q1 2019. 802 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Rampart Investment Management reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 403 J.M. Smucker shares in Q4 2020, an estimated $47K.
  • Rampart Investment Management first reported a position in J.M. Smucker in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's J.M. Smucker position peaked at $220K in Q1 2019.
  • 802 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.