San Francisco Sentry Investment Group’s J.M. Smucker SJM Stock Holding History

San Francisco Sentry Investment Group’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	$113K	Hold	871	–	–	0.06%	265
2021 Q1	$110K	Buy	871 +175	+25%	+$20.7K	0.05%	284
2020 Q4	$81K	Hold	696	–	–	0.04%	301
2020 Q3	$81K	Hold	696	–	–	0.04%	281
2020 Q2	$74K	Hold	696	–	–	0.04%	286
2020 Q1	$77K	Hold	696	–	–	0.05%	243
2019 Q4	$73K	Buy	696 +240	+53%	+$25.4K	0.03%	333
2019 Q3	$50K	Hold	456	–	–	0.02%	374
2019 Q2	$53K	Hold	456	–	–	0.02%	361
2019 Q1	$53K	Buy	456 +440	+2,750%	+$46K	0.02%	384
2018 Q4	$1K	Sell	16 -55	-77%	-$5.74K	﹤0.01%	910
2018 Q3	$7K	Sell	71 -48	-40%	-$5.24K	﹤0.01%	638
2018 Q2	$13K	Sell	119 -50	-30%	-$5.61K	0.01%	549
2018 Q1	$21K	Hold	169	–	–	0.01%	570
2017 Q4	$21K	Hold	169	–	–	0.01%	569
2017 Q3	$18K	Buy	169 +103	+156%	+$11.8K	0.01%	569
2017 Q2	$8K	Buy	+66	New	+$8.34K	﹤0.01%	560

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 $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

San Francisco Sentry Investment Group's SJM Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its J.M. Smucker (SJM) position steady in Q2 2021 at 871 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #265.

San Francisco Sentry Investment Group first reported a position in SJM in Q2 2017 and has held it in 17 quarters since. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

San Francisco Sentry Investment Group held 871 shares of J.M. Smucker worth $113K as of Q2 2021.
San Francisco Sentry Investment Group left its J.M. Smucker share count unchanged in Q2 2021.
J.M. Smucker made up 0.06% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #265 holding.
San Francisco Sentry Investment Group first reported a position in J.M. Smucker in Q2 2017 and has held it in 17 quarters since.
843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.