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Wakefield Asset Management’s J.M. Smucker SJM Stock Holding History

Wakefield Asset 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
2022
Q1 		– Sell
-2,181
Closed -$296K – 195
2021
Q4 		$296K Buy
+2,181
New +$278K 0.1% 152
2019
Q3 		– Sell
-2,004
Closed -$231K – 200
2019
Q2 		$231K Sell
2,004
-1,096
-35% -$134K 0.09% 142
2019
Q1 		$361K Buy
+3,100
New +$324K 0.13% 138

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wakefield Asset Management's SJM Position: Q1 2022 in Review

Wakefield Asset Management sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 2,181 shares — an estimated $296K sold.

Wakefield Asset Management first reported a position in SJM in Q1 2019 and held it in 3 quarters. The position peaked at $361K in Q1 2019. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Wakefield Asset Management reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Wakefield Asset Management sold 2,181 J.M. Smucker shares in Q1 2022, an estimated $296K.
  • Wakefield Asset Management first reported a position in J.M. Smucker in Q1 2019 and held it in 3 quarters.
  • Wakefield Asset Management's J.M. Smucker position peaked at $361K in Q1 2019.
  • 859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Wakefield Asset Management's 13F filing for Q1 2022, filed 2 May 2022.