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Sumitomo Life Insurance’s J.M. Smucker SJM Stock Holding History

Sumitomo Life 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
Q3 		– Sell
-7,007
Closed -$908K – 283
2021
Q2 		$908K Sell
7,007
-1,148
-14% -$152K 0.03% 232
2021
Q1 		$1.03M Sell
8,155
-349
-4% -$41.2K 0.04% 222
2020
Q4 		$983K Sell
8,504
-919
-10% -$107K 0.04% 226
2020
Q3 		$1.09M Sell
9,423
-567
-6% -$63.2K 0.05% 207
2020
Q2 		$1.06M Sell
9,990
-606
-6% -$68.1K 0.06% 200
2020
Q1 		$1.18M Sell
10,596
-82
-0.8% -$8.77K 0.08% 172
2019
Q4 		$1.11M Buy
10,678
+680
+7% +$72K 0.13% 221
2019
Q3 		$1.1M Sell
9,998
-1,155
-10% -$129K 0.14% 208
2019
Q2 		$1.28M Buy
11,153
+400
+4% +$48.8K 0.15% 193
2019
Q1 		$1.25M Sell
10,753
-1,186
-10% -$124K 0.17% 188
2018
Q4 		$1.12M Buy
11,939
+293
+3% +$30.6K 0.15% 201
2018
Q3 		$1.2M Sell
11,646
-234
-2% -$25.6K 0.14% 215
2018
Q2 		$1.28M Buy
11,880
+510
+4% +$57.3K 0.16% 197
2018
Q1 		$1.41M Sell
11,370
-502
-4% -$62.7K 0.19% 187
2017
Q4 		$1.48M Sell
11,872
-577
-5% -$64.1K 0.19% 190
2017
Q3 		$1.31M Sell
12,449
-228
-2% -$26K 0.17% 203
2017
Q2 		$1.5M Buy
12,677
+8,757
+223% +$1.11M 0.2% 177
2017
Q1 		$514K Sell
3,920
-2,554
-39% -$347K 0.07% 263
2016
Q4 		$829K Buy
6,474
+145
+2% +$18.8K 0.12% 236
2016
Q3 		$858K Sell
6,329
-768
-11% -$113K 0.13% 243
2016
Q2 		$1.08M Sell
7,097
-271
-4% -$36K 0.15% 219
2016
Q1 		$957K Sell
7,368
-192
-3% -$24.2K 0.12% 229
2015
Q4 		$932K Sell
7,560
-179
-2% -$21.3K 0.12% 232
2015
Q3 		$883K Sell
7,739
-9,050
-54% -$1.01M 0.12% 250
2015
Q2 		$1.82M Buy
16,789
+776
+5% +$89.8K 0.22% 160
2015
Q1 		$1.85M Sell
16,013
-1,739
-10% -$191K 0.2% 176
2014
Q4 		$1.79M Buy
17,752
+6,810
+62% +$690K 0.18% 207
2014
Q3 		$1.08M Buy
+10,942
New +$1.12M 0.11% 260

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
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

Sumitomo Life Insurance's SJM Position: Q3 2021 in Review

Sumitomo Life Insurance sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 7,007 shares — an estimated $908K sold.

Sumitomo Life Insurance first reported a position in SJM in Q3 2014 and held it in 28 quarters. The position peaked at $1.85M in Q1 2015. 813 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Sumitomo Life Insurance reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
  • Sumitomo Life Insurance sold 7,007 J.M. Smucker shares in Q3 2021, an estimated $908K.
  • Sumitomo Life Insurance first reported a position in J.M. Smucker in Q3 2014 and held it in 28 quarters.
  • Sumitomo Life Insurance's J.M. Smucker position peaked at $1.85M in Q1 2015.
  • 813 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Sumitomo Life Insurance's 13F filing for Q3 2021, filed 25 Oct 2021.