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Santori & Peters Inc’s J.M. Smucker SJM Stock Holding History

Santori & Peters Inc’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
-2,805
Closed -$325K – 78
2020
Q4 		$325K Hold
2,805
– – 0.18% 54
2020
Q3 		$324K Buy
+2,805
New +$313K 0.21% 52
2020
Q2 		– Sell
-3,709
Closed -$411K – 74
2020
Q1 		$411K Buy
3,709
+1,276
+52% +$136K 0.36% 43
2019
Q4 		$253K Buy
+2,433
New +$258K 0.17% 67
2018
Q1 		– Sell
-96
Closed -$11K – 444
2017
Q4 		$11K Buy
+96
New +$10.7K 0.01% 286

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 $3.38T AUM 44.17% 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

Santori & Peters Inc's SJM Position: Q1 2021 in Review

Santori & Peters Inc sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 2,805 shares — an estimated $325K sold.

Santori & Peters Inc first reported a position in SJM in Q4 2017 and held it in 5 quarters. The position peaked at $411K in Q1 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Santori & Peters Inc reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 2,805 J.M. Smucker shares in Q1 2021, an estimated $325K.
  • Santori & Peters Inc first reported a position in J.M. Smucker in Q4 2017 and held it in 5 quarters.
  • Santori & Peters Inc's J.M. Smucker position peaked at $411K in Q1 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Santori & Peters Inc's 13F filing for Q1 2021, filed 28 Apr 2021.