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Sky Investment Group’s J.M. Smucker SJM Stock Holding History

Sky 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
2020
Q3 		– Sell
-11,000
Closed -$1.16M – 113
2020
Q2 		$1.16M Sell
11,000
-150
-1% -$16.9K 0.4% 64
2020
Q1 		$1.24M Sell
11,150
-819
-7% -$87.5K 0.5% 58
2019
Q4 		$1.25M Buy
11,969
+120
+1% +$12.7K 0.41% 60
2019
Q3 		$1.3M Buy
11,849
+669
+6% +$74.6K 0.45% 58
2019
Q2 		$1.29M Buy
11,180
+204
+2% +$24.9K 0.45% 57
2019
Q1 		$1.28M Buy
10,976
+550
+5% +$57.5K 0.47% 56
2018
Q4 		$975K Sell
10,426
-1,610
-13% -$168K 0.41% 57
2018
Q3 		$1.24M Buy
12,036
+35
+0.3% +$3.82K 0.47% 56
2018
Q2 		$1.29M Sell
12,001
-95
-0.8% -$10.7K 0.52% 54
2018
Q1 		$1.5M Buy
12,096
+65
+0.5% +$8.12K 0.61% 51
2017
Q4 		$1.5M Sell
12,031
-234
-2% -$26K 0.58% 52
2017
Q3 		$1.29M Buy
12,265
+2,905
+31% +$332K 0.53% 55
2017
Q2 		$1.11M Buy
+9,360
New +$1.18M 0.47% 57

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sky Investment Group's SJM Position: Q3 2020 in Review

Sky Investment Group sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 11,000 shares — an estimated $1.16M sold.

Sky Investment Group first reported a position in SJM in Q2 2017 and held it in 13 quarters. The position peaked at $1.5M in Q1 2018. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Sky Investment Group reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • Sky Investment Group sold 11,000 J.M. Smucker shares in Q3 2020, an estimated $1.16M.
  • Sky Investment Group first reported a position in J.M. Smucker in Q2 2017 and held it in 13 quarters.
  • Sky Investment Group's J.M. Smucker position peaked at $1.5M in Q1 2018.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Sky Investment Group's 13F filing for Q3 2020, filed 8 Oct 2020.