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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

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard Bernstein Advisors's SJM Position: Q1 2021 in Review

Richard Bernstein Advisors sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 5,159 shares — an estimated $596K sold.

Richard Bernstein Advisors first reported a position in SJM in Q1 2019 and held it in 8 quarters. The position peaked at $3.97M in Q1 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Richard Bernstein Advisors reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 5,159 J.M. Smucker shares in Q1 2021, an estimated $596K.
  • Richard Bernstein Advisors first reported a position in J.M. Smucker in Q1 2019 and held it in 8 quarters.
  • Richard Bernstein Advisors's J.M. Smucker position peaked at $3.97M in Q1 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Richard Bernstein Advisors's 13F filing for Q1 2021, filed 14 May 2021.