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Rational Advisors’s J.M. Smucker SJM Stock Holding History

Rational 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
2020
Q4 		– Sell
-229
Closed -$27K – 535
2020
Q3 		$27K Buy
229
+86
+60% +$9.59K 0.01% 214
2020
Q2 		$15K Buy
+143
New +$16.1K 0.01% 321
2020
Q1 		– Sell
-287
Closed -$30K – 459
2019
Q4 		$30K Buy
287
+260
+963% +$27.5K 0.01% 392
2019
Q3 		$3K Sell
27
-544
-95% -$60.6K ﹤0.01% 545
2019
Q2 		$66K Sell
571
-1,812
-76% -$221K 0.02% 311
2019
Q1 		$278K Buy
2,383
+2,278
+2,170% +$238K 0.08% 178
2018
Q4 		$10K Sell
105
-3,535
-97% -$369K ﹤0.01% 391
2018
Q3 		$374K Sell
3,640
-2,430
-40% -$265K 0.09% 168
2018
Q2 		$653K Buy
6,070
+4,250
+234% +$477K 0.31% 107
2018
Q1 		$226K Sell
1,820
-7,270
-80% -$908K 0.11% 211
2017
Q4 		$1.13M Sell
9,090
-650
-7% -$72.2K 0.59% 55
2017
Q3 		$1.02M Sell
9,740
-8,800
-47% -$1.01M 0.55% 55
2017
Q2 		$2.19M Buy
18,540
+4,040
+28% +$511K 1.37% 13
2017
Q1 		$1.9M Buy
+14,500
New +$1.97M 1.25% 21

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 $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rational Advisors's SJM Position: Q4 2020 in Review

Rational Advisors sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 229 shares — an estimated $27K sold.

Rational Advisors first reported a position in SJM in Q1 2017 and held it in 14 quarters. The position peaked at $2.19M in Q2 2017. 802 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Rational Advisors reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 229 J.M. Smucker shares in Q4 2020, an estimated $27K.
  • Rational Advisors first reported a position in J.M. Smucker in Q1 2017 and held it in 14 quarters.
  • Rational Advisors's J.M. Smucker position peaked at $2.19M in Q2 2017.
  • 802 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.