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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zacks Investment Management's SJM Position: Q4 2021 in Review

Zacks Investment Management sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 14,748 shares — an estimated $1.77M sold.

Zacks Investment Management first reported a position in SJM in Q4 2013 and held it in 7 quarters. The position peaked at $1.85M in Q2 2021. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

Zacks Investment Management reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
Zacks Investment Management sold 14,748 J.M. Smucker shares in Q4 2021, an estimated $1.77M.
Zacks Investment Management first reported a position in J.M. Smucker in Q4 2013 and held it in 7 quarters.
Zacks Investment Management's J.M. Smucker position peaked at $1.85M in Q2 2021.
892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Zacks Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.