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tru Independence’s J.M. Smucker SJM Stock Holding History

tru Independence’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
Q1 		– Sell
-29
Closed -$3 – 643
2020
Q4 		$3 Hold
29
– – ﹤0.01% 627
2020
Q3 		$3K Sell
29
-4
-12% -$446 ﹤0.01% 306
2020
Q2 		$3K Hold
33
– – ﹤0.01% 771
2020
Q1 		$3K Hold
33
– – ﹤0.01% 601
2019
Q4 		$3K Buy
+33
New +$3.49K ﹤0.01% 771

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

tru Independence's SJM Position: Q1 2021 in Review

tru Independence sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 29 shares — an estimated $3 sold.

tru Independence first reported a position in SJM in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q3 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • tru Independence reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 29 J.M. Smucker shares in Q1 2021, an estimated $3.
  • tru Independence first reported a position in J.M. Smucker in Q4 2019 and held it in 5 quarters.
  • tru Independence's J.M. Smucker position peaked at $3K in Q3 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.