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1919 Investment Counsel’s J.M. Smucker SJM Stock Holding History

1919 Investment Counsel’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
2014
Q3 		$57K Hold
575
– – ﹤0.01% 684
2014
Q2 		$62K Buy
575
+110
+24% +$11K ﹤0.01% 675
2014
Q1 		$46K Hold
465
– – ﹤0.01% 691
2013
Q4 		$49K Sell
465
-85
-15% -$9.01K ﹤0.01% 690
2013
Q3 		$58K Sell
550
-25
-4% -$2.71K ﹤0.01% 664
2013
Q2 		$60K Buy
+575
New +$58.5K ﹤0.01% 649

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

1919 Investment Counsel's SJM Position: Q3 2014 in Review

1919 Investment Counsel held its J.M. Smucker (SJM) position steady in Q3 2014 at 575 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

1919 Investment Counsel first reported a position in SJM in Q2 2013 and has held it in 6 quarters since. The position peaked at $62K in Q2 2014. 598 funds tracked by Wall St. Rank hold SJM as of Q3 2014.

  • 1919 Investment Counsel held 575 shares of J.M. Smucker worth $57K as of Q3 2014.
  • 1919 Investment Counsel left its J.M. Smucker share count unchanged in Q3 2014.
  • J.M. Smucker made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #684 holding.
  • 1919 Investment Counsel first reported a position in J.M. Smucker in Q2 2013 and has held it in 6 quarters since.
  • 1919 Investment Counsel's J.M. Smucker position peaked at $62K in Q2 2014.
  • 598 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.