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Steel Grove Capital Advisors’s J.M. Smucker SJM Stock Holding History

Steel Grove Capital Advisors’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
-9,821
Closed -$1.04M – 117
2020
Q2 		$1.04M Sell
9,821
-1,544
-14% -$173K 0.47% 63
2020
Q1 		$1.26M Buy
+11,365
New +$1.21M 0.82% 29

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steel Grove Capital Advisors's SJM Position: Q3 2020 in Review

Steel Grove Capital Advisors sold out of J.M. Smucker (SJM) in Q3 2020, closing a stake of 9,821 shares — an estimated $1.04M sold.

Steel Grove Capital Advisors first reported a position in SJM in Q1 2020 and held it in 2 quarters. The position peaked at $1.26M in Q1 2020. 779 funds tracked by Wall St. Rank hold SJM as of Q3 2020.

  • Steel Grove Capital Advisors reported no remaining J.M. Smucker position as of Q3 2020 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 9,821 J.M. Smucker shares in Q3 2020, an estimated $1.04M.
  • Steel Grove Capital Advisors first reported a position in J.M. Smucker in Q1 2020 and held it in 2 quarters.
  • Steel Grove Capital Advisors's J.M. Smucker position peaked at $1.26M in Q1 2020.
  • 779 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2020.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.