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ARS Investment Partners’s J.M. Smucker SJM Stock Holding History

ARS Investment 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
2018
Q2 		– Sell
-11,419
Closed -$1.42M – 151
2018
Q1 		$1.42M Buy
11,419
+648
+6% +$80.9K 0.17% 85
2017
Q4 		$1.34M Sell
10,771
-770
-7% -$85.6K 0.16% 96
2017
Q3 		$1.21M Buy
11,541
+4,409
+62% +$504K 0.16% 99
2017
Q2 		$844K Sell
7,132
-250
-3% -$31.6K 0.12% 115
2017
Q1 		$968K Buy
7,382
+145
+2% +$19.7K 0.14% 104
2016
Q4 		$927K Buy
7,237
+167
+2% +$21.6K 0.14% 100
2016
Q3 		$958K Sell
7,070
-46,416
-87% -$6.81M 0.21% 72
2016
Q2 		$8.15M Sell
53,486
-2,963
-5% -$394K 1.83% 21
2016
Q1 		$7.33M Sell
56,449
-25,214
-31% -$3.18M 1.72% 21
2015
Q4 		$10.1M Sell
81,663
-1,895
-2% -$226K 2.36% 10
2015
Q3 		$9.53M Buy
83,558
+45,791
+121% +$5.11M 2.18% 14
2015
Q2 		$4.09M Buy
37,767
+348
+0.9% +$40.3K 0.75% 49
2015
Q1 		$4.33M Buy
+37,419
New +$4.1M 0.8% 45

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ARS Investment Partners's SJM Position: Q2 2018 in Review

ARS Investment Partners sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 11,419 shares — an estimated $1.42M sold.

ARS Investment Partners first reported a position in SJM in Q1 2015 and held it in 13 quarters. The position peaked at $10.1M in Q4 2015. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • ARS Investment Partners reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • ARS Investment Partners sold 11,419 J.M. Smucker shares in Q2 2018, an estimated $1.42M.
  • ARS Investment Partners first reported a position in J.M. Smucker in Q1 2015 and held it in 13 quarters.
  • ARS Investment Partners's J.M. Smucker position peaked at $10.1M in Q4 2015.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on ARS Investment Partners's 13F filing for Q2 2018, filed 13 Aug 2018.