SCM
SJM icon

Symons Capital Management’s J.M. Smucker SJM Stock Holding History

Symons Capital 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
Q2 		– Sell
-33,299
Closed -$4.21M – 87
2021
Q1 		$4.21M Sell
33,299
-4,503
-12% -$532K 2.21% 16
2020
Q4 		$4.37M Sell
37,802
-823
-2% -$95.7K 2.41% 14
2020
Q3 		$4.46M Sell
38,625
-1,842
-5% -$205K 2.74% 12
2020
Q2 		$4.28M Sell
40,467
-14,318
-26% -$1.61M 2.72% 13
2020
Q1 		$6.08M Buy
54,785
+17,860
+48% +$1.91M 3.56% 8
2019
Q4 		$3.85M Buy
+36,925
New +$3.91M 1.99% 23
2018
Q3 		– Sell
-122,002
Closed -$13.1M – 79
2018
Q2 		$13.1M Sell
122,002
-22,897
-16% -$2.57M 4.49% 1
2018
Q1 		$18M Sell
144,899
-15,537
-10% -$1.94M 5.45% 1
2017
Q4 		$19.9M Sell
160,436
-19,003
-11% -$2.11M 5.68% 1
2017
Q3 		$18.8M Buy
179,439
+103,382
+136% +$11.8M 4.75% 4
2017
Q2 		$9M Buy
+76,057
New +$9.61M 2.19% 27
2016
Q4 		– Sell
-92,694
Closed -$12.6M – 68
2016
Q3 		$12.6M Sell
92,694
-133
-0.1% -$19.5K 3.08% 17
2016
Q2 		$14.1M Buy
92,827
+3,315
+4% +$441K 3.29% 17
2016
Q1 		$11.6M Buy
89,512
+270
+0.3% +$34K 2.89% 20
2015
Q4 		$11M Buy
89,242
+490
+0.6% +$58.4K 2.71% 23
2015
Q3 		$10.1M Sell
88,752
-5,995
-6% -$668K 2.73% 22
2015
Q2 		$10.3M Sell
94,747
-4,650
-5% -$538K 2.56% 20
2015
Q1 		$11.5M Sell
99,397
-620
-0.6% -$68K 2.62% 22
2014
Q4 		$10.1M Buy
+100,017
New +$10.1M 2.4% 23

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Symons Capital Management's SJM Position: Q2 2021 in Review

Symons Capital Management sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 33,299 shares — an estimated $4.21M sold.

Symons Capital Management first reported a position in SJM in Q4 2014 and held it in 19 quarters. The position peaked at $19.9M in Q4 2017. 842 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Symons Capital Management reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Symons Capital Management sold 33,299 J.M. Smucker shares in Q2 2021, an estimated $4.21M.
  • Symons Capital Management first reported a position in J.M. Smucker in Q4 2014 and held it in 19 quarters.
  • Symons Capital Management's J.M. Smucker position peaked at $19.9M in Q4 2017.
  • 842 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Symons Capital Management's 13F filing for Q2 2021, filed 30 Jul 2021.