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AHL Partners’s J.M. Smucker SJM Stock Holding History

AHL Partners’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
Q4 		$11.3M Buy
91,176
+79,939
+711% +$8.88M 0.18% 162
2017
Q3 		$1.18M Sell
11,237
-37,755
-77% -$4.31M 0.02% 837
2017
Q2 		$5.8M Sell
48,992
-19,764
-29% -$2.5M 0.12% 291
2017
Q1 		$9.01M Buy
68,756
+55,971
+438% +$7.61M 0.2% 143
2016
Q4 		$1.64M Buy
12,785
+2,443
+24% +$317K 0.05% 553
2016
Q3 		$1.4M Sell
10,342
-4,590
-31% -$674K 0.05% 494
2016
Q2 		$2.27M Buy
14,932
+11,054
+285% +$1.47M 0.12% 219
2016
Q1 		$504K Sell
3,878
-39,045
-91% -$4.92M 0.03% 575
2015
Q4 		$5.29M Buy
42,923
+34,702
+422% +$4.14M 0.41% 59
2015
Q3 		$938K Sell
8,221
-3,629
-31% -$405K 0.15% 219
2015
Q2 		$1.28M Sell
11,850
-15,977
-57% -$1.85M 0.05% 504
2015
Q1 		$3.22M Sell
27,827
-12,851
-32% -$1.41M 0.13% 376
2014
Q4 		$4.11M Sell
40,678
-2,500
-6% -$253K 0.21% 142
2014
Q3 		$4.27M Buy
+43,178
New +$4.43M 0.33% 87

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AHL Partners's SJM Position: Q4 2017 in Review

AHL Partners increased its J.M. Smucker (SJM) stake by 711% in Q4 2017, buying an estimated $8.88M and bringing the position to 91,176 shares worth $11.3M. The position accounts for 0.18% of the portfolio, ranked #162.

AHL Partners first reported a position in SJM in Q3 2014 and has held it in 14 quarters since. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • AHL Partners held 91,176 shares of J.M. Smucker worth $11.3M as of Q4 2017.
  • AHL Partners bought 79,939 J.M. Smucker shares in Q4 2017, an estimated $8.88M.
  • J.M. Smucker made up 0.18% of AHL Partners's portfolio in Q4 2017, its #162 holding.
  • AHL Partners first reported a position in J.M. Smucker in Q3 2014 and has held it in 14 quarters since.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.