SMI
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Shelter Mutual Insurance’s J.M. Smucker SJM Stock Holding History

Shelter Mutual Insurance’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
-46,570
Closed -$5.89M – 53
2021
Q1 		$5.89M Hold
46,570
– – 1.65% 27
2020
Q4 		$5.38M Hold
46,570
– – 1.69% 27
2020
Q3 		$5.38M Hold
46,570
– – 1.84% 24
2020
Q2 		$4.93M Sell
46,570
-7,150
-13% -$803K 1.84% 26
2020
Q1 		$5.96M Hold
53,720
– – 2.5% 17
2019
Q4 		$5.59M Hold
53,720
– – 1.9% 26
2019
Q3 		$5.91M Hold
53,720
– – 1.73% 23
2019
Q2 		$6.19M Sell
53,720
-5,200
-9% -$635K 1.77% 24
2019
Q1 		$6.87M Hold
58,920
– – 2.02% 22
2018
Q4 		$5.51M Hold
58,920
– – 1.76% 27
2018
Q3 		$6.05M Hold
58,920
– – 1.69% 27
2018
Q2 		$6.33M Sell
58,920
-6,500
-10% -$730K 1.88% 25
2018
Q1 		$8.11M Hold
65,420
– – 2.42% 21
2017
Q4 		$8.13M Hold
65,420
– – 2.42% 20
2017
Q3 		$6.87M Sell
65,420
-6,100
-9% -$697K 2.14% 25
2017
Q2 		$8.46M Hold
71,520
– – 2.6% 20
2017
Q1 		$9.37M Hold
71,520
– – 2.87% 13
2016
Q4 		$9.16M Hold
71,520
– – 2.82% 16
2016
Q3 		$9.69M Sell
71,520
-25,600
-26% -$3.76M 3% 12
2016
Q2 		$14.8M Hold
97,120
– – 4.49% 2
2016
Q1 		$12.6M Hold
97,120
– – 3.87% 3
2015
Q4 		$12M Hold
97,120
– – 3.73% 5
2015
Q3 		$11.1M Hold
97,120
– – 3.63% 6
2015
Q2 		$10.5M Hold
97,120
– – 3.17% 10
2015
Q1 		$11.2M Hold
97,120
– – 3.52% 8
2014
Q4 		$9.81M Hold
97,120
– – 2.64% 16
2014
Q3 		$9.61M Hold
97,120
– – 2.65% 16
2014
Q2 		$10.3M Hold
97,120
– – 2.82% 13
2014
Q1 		$9.44M Hold
97,120
– – 2.6% 12
2013
Q4 		$10.1M Hold
97,120
– – 2.66% 13
2013
Q3 		$10.2M Hold
97,120
– – 2.91% 10
2013
Q2 		$10M Buy
+97,120
New +$9.89M 2.96% 9

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
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Shelter Mutual Insurance's SJM Position: Q2 2021 in Review

Shelter Mutual Insurance sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 46,570 shares — an estimated $5.89M sold.

Shelter Mutual Insurance first reported a position in SJM in Q2 2013 and held it in 32 quarters. The position peaked at $14.8M in Q2 2016. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Shelter Mutual Insurance reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Shelter Mutual Insurance sold 46,570 J.M. Smucker shares in Q2 2021, an estimated $5.89M.
  • Shelter Mutual Insurance first reported a position in J.M. Smucker in Q2 2013 and held it in 32 quarters.
  • Shelter Mutual Insurance's J.M. Smucker position peaked at $14.8M in Q2 2016.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Shelter Mutual Insurance's 13F filing for Q2 2021, filed 2 Aug 2021.