AMCA
SJM icon

Arthur M. Cohen & Associates’s J.M. Smucker SJM Stock Holding History

Arthur M. Cohen & Associates’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
Q4 		– Sell
-2,645
Closed -$291 – 131
2019
Q3 		$291 Hold
2,645
– – 0.08% 99
2019
Q2 		$305K Hold
2,645
– – 0.1% 94
2019
Q1 		$308K Sell
2,645
-1,020
-28% -$107K 0.11% 94
2018
Q4 		$343 Sell
3,665
-125
-3% -$13.1K 0.11% 88
2018
Q3 		$390 Hold
3,790
– – 0.12% 88
2018
Q2 		$407K Hold
3,790
– – 0.15% 82
2018
Q1 		$454K Buy
3,790
+125
+3% +$15.6K 0.17% 78
2017
Q4 		$343 Buy
+3,665
New +$407K 0.09% 84
2017
Q2 		$652K Buy
9,330
+6,080
+187% +$768K 0.26% 61
2017
Q1 		$461K Sell
3,250
-240
-7% -$32.6K 0.21% 62
2016
Q4 		$447K Buy
+3,490
New +$452K 0.24% 57
2014
Q3 		$429K Buy
+4,090
New +$420K 0.2% 79

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return