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Systematic Financial Management’s J.M. Smucker SJM Stock Holding History

Systematic Financial 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
2019
Q4 		– Sell
-212
Closed -$23K – 566
2019
Q3 		$23K Sell
212
-24,541
-99% -$2.74M ﹤0.01% 517
2019
Q2 		$2.85M Sell
24,753
-19,511
-44% -$2.38M 0.11% 165
2019
Q1 		$5.16M Buy
+44,264
New +$4.63M 0.18% 163
2016
Q2 		– Sell
-215,941
Closed -$28M – 636
2016
Q1 		$28M Buy
+215,941
New +$27.2M 0.35% 87
2013
Q3 		– Sell
-438,618
Closed -$45.2M – 696
2013
Q2 		$45.2M Buy
+438,618
New +$44.7M 0.39% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Systematic Financial Management's SJM Position: Q4 2019 in Review

Systematic Financial Management sold out of J.M. Smucker (SJM) in Q4 2019, closing a stake of 212 shares — an estimated $23K sold.

Systematic Financial Management first reported a position in SJM in Q2 2013 and held it in 5 quarters. The position peaked at $45.2M in Q2 2013. 769 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

  • Systematic Financial Management reported no remaining J.M. Smucker position as of Q4 2019 after selling out during the quarter.
  • Systematic Financial Management sold 212 J.M. Smucker shares in Q4 2019, an estimated $23K.
  • Systematic Financial Management first reported a position in J.M. Smucker in Q2 2013 and held it in 5 quarters.
  • Systematic Financial Management's J.M. Smucker position peaked at $45.2M in Q2 2013.
  • 769 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.