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Sun Life Financial’s J.M. Smucker SJM Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-1,534
Closed -$194K – 421
2021
Q1 		$194K Buy
1,534
+1,466
+2,156% +$173K 0.02% 127
2020
Q4 		$8K Sell
68
-1
-1% -$116 ﹤0.01% 417
2020
Q3 		$8K Sell
69
-5,330
-99% -$594K ﹤0.01% 388
2020
Q2 		$571K Buy
5,399
+43
+0.8% +$4.83K 0.11% 66
2020
Q1 		$595K Buy
5,356
+5,289
+7,894% +$565K 0.15% 45
2019
Q4 		$7K Sell
67
-25
-27% -$2.65K ﹤0.01% 384
2019
Q3 		$10K Hold
92
– – ﹤0.01% 512
2019
Q2 		$11K Sell
92
-101
-52% -$12.3K ﹤0.01% 492
2019
Q1 		$22K Sell
193
-121
-39% -$12.6K ﹤0.01% 488
2018
Q4 		$29K Hold
314
– – 0.01% 504
2018
Q3 		$32K Buy
314
+6
+2% +$655 0.01% 532
2018
Q2 		$33K Buy
308
+244
+381% +$27.4K ﹤0.01% 519
2018
Q1 		$517 Sell
64
-184
-74% -$23K ﹤0.01% 428
2017
Q4 		$31K Sell
248
-589
-70% -$65.4K ﹤0.01% 352
2017
Q3 		$88K Sell
837
-12
-1% -$1.37K 0.01% 367
2017
Q2 		$100K Buy
849
+841
+10,513% +$106K 0.01% 338
2017
Q1 		$62 Buy
+8
New +$1.09K ﹤0.01% 486

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sun Life Financial's SJM Position: Q2 2021 in Review

Sun Life Financial sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 1,534 shares — an estimated $194K sold.

Sun Life Financial first reported a position in SJM in Q1 2017 and held it in 17 quarters. The position peaked at $595K in Q1 2020. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Sun Life Financial reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 1,534 J.M. Smucker shares in Q2 2021, an estimated $194K.
  • Sun Life Financial first reported a position in J.M. Smucker in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's J.M. Smucker position peaked at $595K in Q1 2020.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.