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Richard Bernstein Advisors’s J.M. Smucker SJM Stock Holding History

Richard Bernstein 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
Q1 		– Sell
-5,159
Closed -$596K – 323
2020
Q4 		$596K Hold
5,159
– – 0.01% 266
2020
Q3 		$596K Hold
5,159
– – 0.02% 222
2020
Q2 		$545K Sell
5,159
-30,648
-86% -$3.44M 0.02% 222
2020
Q1 		$3.97M Hold
35,807
– – 0.14% 81
2019
Q4 		$3.73M Hold
35,807
– – 0.12% 126
2019
Q3 		$3.94M Buy
35,807
+6,735
+23% +$751K 0.13% 118
2019
Q2 		$3.35M Hold
29,072
– – 0.11% 140
2019
Q1 		$3.39M Buy
+29,072
New +$3.04M 0.11% 157

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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return