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Aureus Asset Management’s J.M. Smucker SJM Stock Holding History

Aureus Asset 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
2016
Q4 		– Sell
-17,670
Closed -$2.4M – 177
2016
Q3 		$2.4M Sell
17,670
-166
-0.9% -$24.4K 0.48% 47
2016
Q2 		$2.72M Buy
17,836
+686
+4% +$91.2K 0.59% 44
2016
Q1 		$2.23M Buy
+17,150
New +$2.16M 0.49% 43

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aureus Asset Management's SJM Position: Q4 2016 in Review

Aureus Asset Management sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 17,670 shares — an estimated $2.4M sold.

Aureus Asset Management first reported a position in SJM in Q1 2016 and held it in 3 quarters. The position peaked at $2.72M in Q2 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Aureus Asset Management reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
  • Aureus Asset Management sold 17,670 J.M. Smucker shares in Q4 2016, an estimated $2.4M.
  • Aureus Asset Management first reported a position in J.M. Smucker in Q1 2016 and held it in 3 quarters.
  • Aureus Asset Management's J.M. Smucker position peaked at $2.72M in Q2 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Aureus Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.