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Baird’s J.M. Smucker SJM Stock Holding History

Baird’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
2015
Q1 		$5.36M Sell
46,288
-25,463
-35% -$2.79M 0.05% 328
2014
Q4 		$7.25M Buy
71,751
+65,635
+1,073% +$6.65M 0.08% 266
2014
Q3 		$605K Buy
6,116
+453
+8% +$46.5K 0.01% 779
2014
Q2 		$604K Sell
5,663
-478
-8% -$48K 0.01% 790
2014
Q1 		$597K Sell
6,141
-2,738
-31% -$266K 0.01% 794
2013
Q4 		$920K Sell
8,879
-58
-0.6% -$6.15K 0.02% 639
2013
Q3 		$939K Buy
8,937
+68
+0.8% +$7.36K 0.02% 604
2013
Q2 		$915K Buy
+8,869
New +$903K 0.02% 594

Other funds holding SJM

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCP
Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Baird's SJM Position: Q1 2015 in Review

Baird reduced its J.M. Smucker (SJM) stake by 35% in Q1 2015, selling an estimated $2.79M and leaving 46,288 shares worth $5.36M. The position accounts for 0.05% of the portfolio, ranked #328.

Baird first reported a position in SJM in Q2 2013 and has held it in 8 quarters since. The position peaked at $7.25M in Q4 2014. 631 funds tracked by Wall St. Rank hold SJM as of Q1 2015.

  • Baird held 46,288 shares of J.M. Smucker worth $5.36M as of Q1 2015.
  • Baird sold 25,463 J.M. Smucker shares in Q1 2015, an estimated $2.79M.
  • J.M. Smucker made up 0.05% of Baird's portfolio in Q1 2015, its #328 holding.
  • Baird first reported a position in J.M. Smucker in Q2 2013 and has held it in 8 quarters since.
  • Baird's J.M. Smucker position peaked at $7.25M in Q4 2014.
  • 631 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.