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Arrow Financial’s J.M. Smucker SJM Stock Holding History

Arrow Financial’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
Q3 		– Sell
-50
Closed -$6K – 341
2019
Q2 		$6K Hold
50
– – ﹤0.01% 310
2019
Q1 		$6K Hold
50
– – ﹤0.01% 308
2018
Q4 		$5K Hold
50
– – ﹤0.01% 323
2018
Q3 		$5K Hold
50
– – ﹤0.01% 334
2018
Q2 		$5K Hold
50
– – ﹤0.01% 319
2018
Q1 		$6K Hold
50
– – ﹤0.01% 312
2017
Q4 		$6K Buy
+50
New +$5.56K ﹤0.01% 305
2014
Q4 		– Sell
-75
Closed -$7K – 384
2014
Q3 		$7K Buy
+75
New +$7.7K ﹤0.01% 338

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Arrow Financial's SJM Position: Q3 2019 in Review

Arrow Financial sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 50 shares — an estimated $6K sold.

Arrow Financial first reported a position in SJM in Q3 2014 and held it in 8 quarters. The position peaked at $7K in Q3 2014. 741 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Arrow Financial reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Arrow Financial sold 50 J.M. Smucker shares in Q3 2019, an estimated $6K.
  • Arrow Financial first reported a position in J.M. Smucker in Q3 2014 and held it in 8 quarters.
  • Arrow Financial's J.M. Smucker position peaked at $7K in Q3 2014.
  • 741 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Arrow Financial's 13F filing for Q3 2019, filed 28 Oct 2019.