ACM
SJM icon

Alpha Capital Management’s J.M. Smucker SJM Stock Holding History

Alpha Capital 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
2014
Q1 		– Sell
-13,551
Closed -$1.4M – 84
2013
Q4 		$1.4M Buy
13,551
+128
+1% +$13.6K 1.13% 42
2013
Q3 		$1.41M Buy
13,423
+573
+4% +$62K 1.25% 37
2013
Q2 		$1.32M Buy
+12,850
New +$1.31M 1.25% 36

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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alpha Capital Management's SJM Position: Q1 2014 in Review

Alpha Capital Management sold out of J.M. Smucker (SJM) in Q1 2014, closing a stake of 13,551 shares — an estimated $1.4M sold.

Alpha Capital Management first reported a position in SJM in Q2 2013 and held it in 3 quarters. The position peaked at $1.41M in Q3 2013. 598 funds tracked by Wall St. Rank hold SJM as of Q1 2014.

  • Alpha Capital Management reported no remaining J.M. Smucker position as of Q1 2014 after selling out during the quarter.
  • Alpha Capital Management sold 13,551 J.M. Smucker shares in Q1 2014, an estimated $1.4M.
  • Alpha Capital Management first reported a position in J.M. Smucker in Q2 2013 and held it in 3 quarters.
  • Alpha Capital Management's J.M. Smucker position peaked at $1.41M in Q3 2013.
  • 598 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2014.

Based on Alpha Capital Management's 13F filing for Q1 2014, filed 18 Apr 2014.