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Winslow Evans & Crocker’s J.M. Smucker SJM Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$2K Hold
14
– – ﹤0.01% 1240
2020
Q3 		$2K Hold
14
– – ﹤0.01% 1020
2020
Q2 		$1K Hold
14
– – ﹤0.01% 1106
2020
Q1 		$2K Hold
14
– – ﹤0.01% 1058
2019
Q4 		$2K Hold
14
– – ﹤0.01% 1109
2019
Q3 		$2K Hold
14
– – ﹤0.01% 1101
2019
Q2 		$2K Sell
14
-8
-36% -$977 ﹤0.01% 1099
2019
Q1 		$4K Sell
22
-926
-98% -$96.8K ﹤0.01% 1045
2018
Q4 		$90K Hold
948
– – 0.03% 375
2018
Q3 		$98K Hold
948
– – 0.03% 376
2018
Q2 		$102K Hold
948
– – 0.03% 367
2018
Q1 		$117K Hold
948
– – 0.04% 326
2017
Q4 		$118K Hold
948
– – 0.04% 334
2017
Q3 		$99.4K Buy
948
+913
+2,609% +$104K 0.03% 365
2017
Q2 		$4.14K Sell
35
-13
-27% -$1.64K ﹤0.01% 1091
2017
Q1 		$6.16K Sell
48
-76
-61% -$10.3K ﹤0.01% 995
2016
Q4 		$15.6K Buy
124
+4
+3% +$518 ﹤0.01% 778
2016
Q3 		$16K Sell
120
-42
-26% -$6.16K ﹤0.01% 789
2016
Q2 		$24.5K Sell
162
-31
-16% -$4.12K 0.01% 654
2016
Q1 		$25.1K Sell
193
-43
-18% -$5.42K 0.01% 644
2015
Q4 		$28.9K Buy
236
+52
+28% +$6.2K 0.01% 657
2015
Q3 		$20.8K Buy
184
+34
+23% +$3.79K 0.01% 709
2015
Q2 		$16K Buy
150
+92
+159% +$10.6K ﹤0.01% 814
2015
Q1 		$6.6K Hold
58
– – ﹤0.01% 976
2014
Q4 		$5.76K Hold
58
– – ﹤0.01% 1007
2014
Q3 		$5.64K Sell
58
-4
-6% -$410 ﹤0.01% 1045
2014
Q2 		$6.61K Sell
62
-28
-31% -$2.81K ﹤0.01% 959
2014
Q1 		$8.75K Hold
90
– – ﹤0.01% 879
2013
Q4 		$9K Buy
+90
New +$9.54K ﹤0.01% 948

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Winslow Evans & Crocker's SJM Position: Q4 2020 in Review

Winslow Evans & Crocker held its J.M. Smucker (SJM) position steady in Q4 2020 at 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Winslow Evans & Crocker first reported a position in SJM in Q4 2013 and has held it in 29 quarters since. The position peaked at $118K in Q4 2017. 801 funds tracked by Wall St. Rank hold SJM as of Q4 2020.

  • Winslow Evans & Crocker held 14 shares of J.M. Smucker worth $2K as of Q4 2020.
  • Winslow Evans & Crocker left its J.M. Smucker share count unchanged in Q4 2020.
  • J.M. Smucker made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1240 holding.
  • Winslow Evans & Crocker first reported a position in J.M. Smucker in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's J.M. Smucker position peaked at $118K in Q4 2017.
  • 801 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.