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Smith Group Asset Management’s J.M. Smucker SJM Stock Holding History

Smith Group Asset Management’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
Q3 		– Sell
-66,221
Closed -$8.58M – 393
2021
Q2 		$8.58M Hold
66,221
– – 0.42% 59
2021
Q1 		$8.38M Buy
+66,221
New +$7.82M 0.44% 60

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Smith Group Asset Management's SJM Position: Q3 2021 in Review

Smith Group Asset Management sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 66,221 shares — an estimated $8.58M sold.

Smith Group Asset Management first reported a position in SJM in Q1 2021 and held it in 2 quarters. The position peaked at $8.58M in Q2 2021. 813 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Smith Group Asset Management reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
  • Smith Group Asset Management sold 66,221 J.M. Smucker shares in Q3 2021, an estimated $8.58M.
  • Smith Group Asset Management first reported a position in J.M. Smucker in Q1 2021 and held it in 2 quarters.
  • Smith Group Asset Management's J.M. Smucker position peaked at $8.58M in Q2 2021.
  • 813 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Smith Group Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.