Amica Retiree Medical Trust’s J.M. Smucker SJM Stock Holding History

Amica Retiree Medical Trust’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
2019 Q2	–	Sell	-627	Closed	-$73K	–	395
2019 Q1	$73K	Hold	627	–	–	0.06%	284
2018 Q4	$59K	Hold	627	–	–	0.06%	287
2018 Q3	$64K	Hold	627	–	–	0.05%	294
2018 Q2	$67K	Hold	627	–	–	0.06%	293
2018 Q1	$78K	Hold	627	–	–	0.07%	280
2017 Q4	$78K	Hold	627	–	–	0.06%	299
2017 Q3	$66K	Hold	627	–	–	0.05%	317
2017 Q2	$74K	Sell	627 -273	-30%	-$34.5K	0.06%	289
2017 Q1	$118K	Hold	900	–	–	0.1%	239
2016 Q4	$115K	Hold	900	–	–	0.09%	254
2016 Q3	$122K	Hold	900	–	–	0.1%	232
2016 Q2	$137K	Hold	900	–	–	0.12%	213
2016 Q1	$117K	Hold	900	–	–	0.1%	223
2015 Q4	$111K	Hold	900	–	–	0.1%	237
2015 Q3	$103K	Hold	900	–	–	0.09%	239
2015 Q2	$98K	Hold	900	–	–	0.08%	249
2015 Q1	$104K	Hold	900	–	–	0.09%	243
2014 Q4	$91K	Hold	900	–	–	0.07%	254
2014 Q3	$89K	Hold	900	–	–	0.08%	254
2014 Q2	$96K	Hold	900	–	–	0.08%	243
2014 Q1	$88K	Hold	900	–	–	0.08%	244
2013 Q4	$93K	Buy	+900	New	+$95.4K	0.08%	235

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amica Retiree Medical Trust's SJM Position: Q2 2019 in Review

Amica Retiree Medical Trust sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 627 shares — an estimated $73K sold.

Amica Retiree Medical Trust first reported a position in SJM in Q4 2013 and held it in 22 quarters. The position peaked at $137K in Q2 2016. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

Amica Retiree Medical Trust reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
Amica Retiree Medical Trust sold 627 J.M. Smucker shares in Q2 2019, an estimated $73K.
Amica Retiree Medical Trust first reported a position in J.M. Smucker in Q4 2013 and held it in 22 quarters.
Amica Retiree Medical Trust's J.M. Smucker position peaked at $137K in Q2 2016.
798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2019, filed 1 Aug 2019.