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USA Financial Formulas’s J.M. Smucker SJM Stock Holding History

USA Financial Formulas’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
Q3 		– Sell
-21
Closed -$3K – 470
2021
Q2 		$3K Buy
+21
New +$2.79K ﹤0.01% 286
2016
Q3 		– Sell
-18,518
Closed -$2.82M – 296
2016
Q2 		$2.82M Sell
18,518
-26,661
-59% -$3.55M 0.77% 43
2016
Q1 		$5.87M Buy
+45,179
New +$5.69M 1.87% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

USA Financial Formulas's SJM Position: Q3 2021 in Review

USA Financial Formulas sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 21 shares — an estimated $3K sold.

USA Financial Formulas first reported a position in SJM in Q1 2016 and held it in 3 quarters. The position peaked at $5.87M in Q1 2016. 812 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • USA Financial Formulas reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
  • USA Financial Formulas sold 21 J.M. Smucker shares in Q3 2021, an estimated $3K.
  • USA Financial Formulas first reported a position in J.M. Smucker in Q1 2016 and held it in 3 quarters.
  • USA Financial Formulas's J.M. Smucker position peaked at $5.87M in Q1 2016.
  • 812 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on USA Financial Formulas's 13F filing for Q3 2021, filed 8 Nov 2021.