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Advisory Research’s J.M. Smucker SJM Stock Holding History

Advisory Research’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
Q2 		– Sell
-2,957
Closed -$388K – 452
2017
Q1 		$388K Sell
2,957
-205
-6% -$27.9K 0.01% 371
2016
Q4 		$405K Sell
3,162
-330
-9% -$42.8K 0.01% 330
2016
Q3 		$473K Sell
3,492
-17,388
-83% -$2.55M 0.01% 211
2016
Q2 		$3.18M Sell
20,880
-16,556
-44% -$2.2M 0.05% 132
2016
Q1 		$4.86M Sell
37,436
-170,921
-82% -$21.5M 0.09% 125
2015
Q4 		$25.7M Sell
208,357
-4,218
-2% -$503K 0.39% 76
2015
Q3 		$24.3M Sell
212,575
-461
-0.2% -$51.4K 0.35% 80
2015
Q2 		$23.1M Sell
213,036
-13,907
-6% -$1.61M 0.26% 96
2015
Q1 		$26.3M Sell
226,943
-47,263
-17% -$5.18M 0.29% 85
2014
Q4 		$27.7M Sell
274,206
-17,629
-6% -$1.79M 0.29% 85
2014
Q3 		$28.9M Sell
291,835
-6,660
-2% -$683K 0.28% 85
2014
Q2 		$31.8M Sell
298,495
-11,332
-4% -$1.14M 0.3% 82
2014
Q1 		$30.1M Buy
309,827
+200,700
+184% +$19.5M 0.31% 79
2013
Q4 		$11.3M Buy
109,127
+6,236
+6% +$661K 0.12% 144
2013
Q3 		$10.8M Buy
102,891
+1,715
+2% +$186K 0.12% 149
2013
Q2 		$10.4M Buy
+101,176
New +$10.3M 0.12% 152

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return