ZIM
SJM icon

Zacks Investment Management’s J.M. Smucker SJM Stock Holding History

Zacks Investment 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
Q4 		– Sell
-14,748
Closed -$1.77M – 671
2021
Q3 		$1.77M Buy
14,748
+474
+3% +$60.3K 0.03% 304
2021
Q2 		$1.85M Buy
14,274
+1,180
+9% +$157K 0.03% 300
2021
Q1 		$1.66M Buy
+13,094
New +$1.55M 0.03% 310
2018
Q2 		– Sell
-3,757
Closed -$466K – 600
2018
Q1 		$466K Buy
+3,757
New +$469K 0.01% 461
2016
Q4 		– Sell
-13,207
Closed -$1.79M – 722
2016
Q3 		$1.79M Buy
13,207
+5,539
+72% +$813K 0.05% 228
2016
Q2 		$1.17M Buy
+7,668
New +$1.02M 0.04% 292
2014
Q1 		– Sell
-4,022
Closed -$417K – 772
2013
Q4 		$417K Buy
+4,022
New +$427K 0.02% 464

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return