United Fire Group’s J.M. Smucker SJM Stock Holding History

United Fire Group’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	-4,000	Closed	-$462K	–	86
2020 Q4	$462K	Hold	4,000	–	–	0.22%	59
2020 Q3	$462K	Hold	4,000	–	–	0.23%	66
2020 Q2	$423K	Hold	4,000	–	–	0.2%	70
2020 Q1	$444K	Hold	4,000	–	–	0.22%	69
2019 Q4	$417K	Hold	4,000	–	–	0.14%	76
2019 Q3	$440K	Hold	4,000	–	–	0.15%	73
2019 Q2	$461K	Hold	4,000	–	–	0.16%	72
2019 Q1	$466K	Hold	4,000	–	–	0.17%	69
2018 Q4	$374K	Hold	4,000	–	–	0.15%	70
2018 Q3	$410K	Hold	4,000	–	–	0.15%	72
2018 Q2	$430K	Hold	4,000	–	–	0.17%	68
2018 Q1	$496K	Hold	4,000	–	–	0.18%	66
2017 Q4	$497K	Hold	4,000	–	–	0.16%	66
2017 Q3	$420K	Hold	4,000	–	–	0.14%	71
2017 Q2	$473K	Hold	4,000	–	–	0.17%	64
2017 Q1	$524K	Hold	4,000	–	–	0.19%	65
2016 Q4	$512K	Hold	4,000	–	–	0.19%	64
2016 Q3	$542K	Hold	4,000	–	–	0.22%	57
2016 Q2	$610K	Hold	4,000	–	–	0.24%	57
2016 Q1	$519K	Hold	4,000	–	–	0.22%	59
2015 Q4	$493K	Hold	4,000	–	–	0.21%	59
2015 Q3	$456K	Hold	4,000	–	–	0.21%	60
2015 Q2	$434K	Hold	4,000	–	–	0.18%	67
2015 Q1	$463K	Hold	4,000	–	–	0.19%	66
2014 Q4	$404K	Hold	4,000	–	–	0.17%	70
2014 Q3	$396K	Hold	4,000	–	–	0.17%	68
2014 Q2	$426K	Hold	4,000	–	–	0.18%	64
2014 Q1	$389K	Hold	4,000	–	–	0.17%	65
2013 Q4	$414K	Hold	4,000	–	–	0.19%	65
2013 Q3	$420K	Hold	4,000	–	–	0.21%	60
2013 Q2	$413K	Buy	+4,000	New	+$407K	0.21%	58

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Fire Group's SJM Position: Q1 2021 in Review

United Fire Group sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 4,000 shares — an estimated $462K sold.

United Fire Group first reported a position in SJM in Q2 2013 and held it in 31 quarters. The position peaked at $610K in Q2 2016. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

United Fire Group reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
United Fire Group sold 4,000 J.M. Smucker shares in Q1 2021, an estimated $462K.
United Fire Group first reported a position in J.M. Smucker in Q2 2013 and held it in 31 quarters.
United Fire Group's J.M. Smucker position peaked at $610K in Q2 2016.
831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on United Fire Group's 13F filing for Q1 2021, filed 5 May 2021.