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

Ranch Capital 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
Q4 		– Sell
-100
Closed -$12K – 508
2021
Q3 		$12K Hold
100
– – 0.01% 453
2021
Q2 		$12K Hold
100
– – 0.01% 612
2021
Q1 		$12K Hold
100
– – 0.01% 595
2020
Q4 		$11K Buy
100
+34
+52% +$3.95K 0.01% 608
2020
Q3 		$11K Sell
66
-34
-34% -$3.79K 0.01% 592
2020
Q2 		$11K Hold
100
– – 0.01% 612
2020
Q1 		$11K Sell
100
-209
-68% -$22.3K 0.01% 573
2019
Q4 		$32K Sell
309
-1,199
-80% -$127K 0.03% 412
2019
Q3 		$166K Buy
+1,508
New +$168K 0.18% 155

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ranch Capital Advisors's SJM Position: Q4 2021 in Review

Ranch Capital Advisors sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 100 shares — an estimated $12K sold.

Ranch Capital Advisors first reported a position in SJM in Q3 2019 and held it in 9 quarters. The position peaked at $166K in Q3 2019. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Ranch Capital Advisors reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 100 J.M. Smucker shares in Q4 2021, an estimated $12K.
  • Ranch Capital Advisors first reported a position in J.M. Smucker in Q3 2019 and held it in 9 quarters.
  • Ranch Capital Advisors's J.M. Smucker position peaked at $166K in Q3 2019.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.