AIM
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Assured Investment Management’s J.M. Smucker SJM Stock Holding History

Assured Investment 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
2018
Q4 		– Sell
-3,338
Closed -$343K – 1304
2018
Q3 		$343K Sell
3,338
-13,783
-81% -$1.51M 0.01% 867
2018
Q2 		$1.84M Buy
17,121
+15,713
+1,116% +$1.76M 0.03% 418
2018
Q1 		$175K Sell
1,408
-51,219
-97% -$6.4M ﹤0.01% 992
2017
Q4 		$6.54M Buy
52,627
+12,805
+32% +$1.42M 0.13% 174
2017
Q3 		$4.18M Buy
39,822
+19,463
+96% +$2.22M 0.09% 225
2017
Q2 		$2.41M Buy
20,359
+5,216
+34% +$659K 0.05% 241
2017
Q1 		$1.99M Buy
15,143
+10,685
+240% +$1.45M 0.04% 175
2016
Q4 		$571K Sell
4,458
-419
-9% -$54.3K 0.01% 432
2016
Q3 		$661K Buy
4,877
+2,099
+76% +$308K 0.02% 385
2016
Q2 		$423K Sell
2,778
-33
-1% -$4.39K 0.01% 430
2016
Q1 		$365K Buy
2,811
+384
+16% +$48.4K 0.01% 393
2015
Q4 		$299K Buy
+2,427
New +$289K 0.01% 414
2015
Q3 		– Sell
-2,144
Closed -$232K – 707
2015
Q2 		$232K Buy
+2,144
New +$248K ﹤0.01% 478

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Assured Investment Management's SJM Position: Q4 2018 in Review

Assured Investment Management sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 3,338 shares — an estimated $343K sold.

Assured Investment Management first reported a position in SJM in Q2 2015 and held it in 13 quarters. The position peaked at $6.54M in Q4 2017. 756 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Assured Investment Management reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 3,338 J.M. Smucker shares in Q4 2018, an estimated $343K.
  • Assured Investment Management first reported a position in J.M. Smucker in Q2 2015 and held it in 13 quarters.
  • Assured Investment Management's J.M. Smucker position peaked at $6.54M in Q4 2017.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.