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AUA Capital Management’s J.M. Smucker SJM Stock Holding History

AUA Capital 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
Q3 		– Sell
-400
Closed -$43K – 185
2018
Q2 		$43K Sell
400
-400
-50% -$44.9K 0.04% 121
2018
Q1 		$99K Hold
800
– – 0.08% 102
2017
Q4 		$99K Hold
800
– – 0.09% 103
2017
Q3 		$84K Hold
800
– – 0.08% 104
2017
Q2 		$95K Hold
800
– – 0.09% 104
2017
Q1 		$105K Hold
800
– – 0.11% 61
2016
Q4 		$102K Buy
+800
New +$104K 0.1% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

AUA Capital Management's SJM Position: Q3 2018 in Review

AUA Capital Management sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 400 shares — an estimated $43K sold.

AUA Capital Management first reported a position in SJM in Q4 2016 and held it in 7 quarters. The position peaked at $105K in Q1 2017. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • AUA Capital Management reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • AUA Capital Management sold 400 J.M. Smucker shares in Q3 2018, an estimated $43K.
  • AUA Capital Management first reported a position in J.M. Smucker in Q4 2016 and held it in 7 quarters.
  • AUA Capital Management's J.M. Smucker position peaked at $105K in Q1 2017.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on AUA Capital Management's 13F filing for Q3 2018, filed 30 Oct 2018.