Summit X LLC’s J.M. Smucker SJM Stock Holding History

Summit X LLC’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 Q4	–	Sell	-56	Closed	-$347	–	399
2020 Q3	$347	Buy	+56	New	+$6.24K	0.01%	345

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit X LLC's SJM Position: Q4 2020 in Review

Summit X LLC sold out of J.M. Smucker (SJM) in Q4 2020, closing a stake of 56 shares — an estimated $347 sold.

Summit X LLC first reported a position in SJM in Q3 2020 and held it in 1 quarter. The position peaked at $347 in Q3 2020. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

Summit X LLC reported no remaining J.M. Smucker position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 56 J.M. Smucker shares in Q4 2020, an estimated $347.
Summit X LLC first reported a position in J.M. Smucker in Q3 2020 and held it in 1 quarter.
Summit X LLC's J.M. Smucker position peaked at $347 in Q3 2020.
801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.