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Weld Capital Management’s J.M. Smucker SJM Stock Holding History

Weld Capital 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
2021
Q3 		– Sell
-2,682
Closed -$348K – 164
2021
Q2 		$348K Buy
2,682
+423
+19% +$56.2K 0.35% 116
2021
Q1 		$286K Buy
2,259
+380
+20% +$44.9K 0.12% 261
2020
Q4 		$217K Buy
+1,879
New +$218K 0.09% 374

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Weld Capital Management's SJM Position: Q3 2021 in Review

Weld Capital Management sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 2,682 shares — an estimated $348K sold.

Weld Capital Management first reported a position in SJM in Q4 2020 and held it in 3 quarters. The position peaked at $348K in Q2 2021. 813 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Weld Capital Management reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 2,682 J.M. Smucker shares in Q3 2021, an estimated $348K.
  • Weld Capital Management first reported a position in J.M. Smucker in Q4 2020 and held it in 3 quarters.
  • Weld Capital Management's J.M. Smucker position peaked at $348K in Q2 2021.
  • 813 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.