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

Acrospire 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
2017
Q3 		– Sell
-2,000
Closed -$237K – 1201
2017
Q2 		$237K Buy
2,000
+1,700
+567% +$215K 0.22% 12
2017
Q1 		$39K Sell
300
-1,700
-85% -$231K 0.03% 1158
2016
Q4 		$256K Buy
+2,000
New +$259K 0.11% 211
2016
Q3 		– Sell
-1,700
Closed -$259K – 2142
2016
Q2 		$259K Buy
1,700
+1,500
+750% +$200K 0.19% 10
2016
Q1 		$26K Buy
+200
New +$25.2K 0.02% 1408

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acrospire Investment Management's SJM Position: Q3 2017 in Review

Acrospire Investment Management sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 2,000 shares — an estimated $237K sold.

Acrospire Investment Management first reported a position in SJM in Q1 2016 and held it in 5 quarters. The position peaked at $259K in Q2 2016. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Acrospire Investment Management reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,000 J.M. Smucker shares in Q3 2017, an estimated $237K.
  • Acrospire Investment Management first reported a position in J.M. Smucker in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's J.M. Smucker position peaked at $259K in Q2 2016.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.