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Voya Financial Advisors’s J.M. Smucker SJM Stock Holding History

Voya Financial Advisors’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
-3,765
Closed -$484K – 540
2021
Q1 		$484K Buy
3,765
+463
+14% +$54.7K 0.02% 436
2020
Q4 		$379K Buy
3,302
+69
+2% +$8.02K 0.02% 459
2020
Q3 		$365K Sell
3,233
-997
-24% -$111K 0.02% 427
2020
Q2 		$445K Sell
4,230
-213
-5% -$23.9K 0.02% 391
2020
Q1 		$492K Sell
4,443
-2,635
-37% -$282K 0.03% 356
2019
Q4 		$730K Buy
7,078
+249
+4% +$26.4K 0.04% 323
2019
Q3 		$745K Sell
6,829
-95
-1% -$10.6K 0.04% 297
2019
Q2 		$809K Buy
6,924
+200
+3% +$24.4K 0.04% 278
2019
Q1 		$780K Buy
6,724
+112
+2% +$11.7K 0.05% 268
2018
Q4 		$621K Buy
6,612
+231
+4% +$24.1K 0.04% 278
2018
Q3 		$653K Buy
6,381
+157
+3% +$17.1K 0.04% 299
2018
Q2 		$679K Buy
6,224
+12
+0.2% +$1.35K 0.04% 267
2018
Q1 		$766K Sell
6,212
-77
-1% -$9.62K 0.05% 256
2017
Q4 		$785K Buy
6,289
+427
+7% +$47.4K 0.05% 261
2017
Q3 		$616K Buy
5,862
+1,803
+44% +$206K 0.04% 284
2017
Q2 		$479K Buy
4,059
+266
+7% +$33.6K 0.03% 300
2017
Q1 		$503K Buy
3,793
+980
+35% +$133K 0.04% 284
2016
Q4 		$363K Buy
2,813
+542
+24% +$70.2K 0.03% 335
2016
Q3 		$306K Buy
2,271
+455
+25% +$66.8K 0.03% 326
2016
Q2 		$271K Buy
1,816
+165
+10% +$21.9K 0.03% 323
2016
Q1 		$215K Sell
1,651
-215
-12% -$27.1K 0.03% 351
2015
Q4 		$231K Buy
+1,866
New +$222K 0.03% 312

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Voya Financial Advisors's SJM Position: Q2 2021 in Review

Voya Financial Advisors sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 3,765 shares — an estimated $484K sold.

Voya Financial Advisors first reported a position in SJM in Q4 2015 and held it in 22 quarters. The position peaked at $809K in Q2 2019. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

  • Voya Financial Advisors reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 3,765 J.M. Smucker shares in Q2 2021, an estimated $484K.
  • Voya Financial Advisors first reported a position in J.M. Smucker in Q4 2015 and held it in 22 quarters.
  • Voya Financial Advisors's J.M. Smucker position peaked at $809K in Q2 2019.
  • 843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.