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1ST Source Bank’s J.M. Smucker SJM Stock Holding History

1ST Source Bank’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
2018
Q2 		– Sell
-1,716
Closed -$213K – 236
2018
Q1 		$213K Buy
1,716
+5
+0.3% +$624 0.02% 218
2017
Q4 		$213K Buy
+1,711
New +$190K 0.02% 222
2016
Q3 		– Sell
-1,386
Closed -$211K – 235
2016
Q2 		$211K Buy
+1,386
New +$184K 0.02% 216
2016
Q1 		– Sell
-1,623
Closed -$200K – 228
2015
Q4 		$200K Buy
+1,623
New +$193K 0.02% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1ST Source Bank's SJM Position: Q2 2018 in Review

1ST Source Bank sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 1,716 shares — an estimated $213K sold.

1ST Source Bank first reported a position in SJM in Q4 2015 and held it in 4 quarters. The position peaked at $213K in Q1 2018. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • 1ST Source Bank reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • 1ST Source Bank sold 1,716 J.M. Smucker shares in Q2 2018, an estimated $213K.
  • 1ST Source Bank first reported a position in J.M. Smucker in Q4 2015 and held it in 4 quarters.
  • 1ST Source Bank's J.M. Smucker position peaked at $213K in Q1 2018.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on 1ST Source Bank's 13F filing for Q2 2018, filed 2 Aug 2018.