Richard Pzena’s J.M. Smucker SJM Stock Holding History

Richard Pzena’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 Q2	–	Sell	-5,733	Closed	-$725K	–	171
2021 Q1	$725K	Buy	+5,733	New	+$677K	﹤0.01%	142

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Richard Pzena's SJM Position: Q2 2021 in Review

Richard Pzena sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 5,733 shares — an estimated $725K sold.

Richard Pzena first reported a position in SJM in Q1 2021 and held it in 1 quarter. The position peaked at $725K in Q1 2021. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

Richard Pzena reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
Richard Pzena sold 5,733 J.M. Smucker shares in Q2 2021, an estimated $725K.
Richard Pzena first reported a position in J.M. Smucker in Q1 2021 and held it in 1 quarter.
Richard Pzena's J.M. Smucker position peaked at $725K in Q1 2021.
843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Pzena Investment Management's 13F filing for Q2 2021, filed 6 Aug 2021.