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Beacon Trust’s J.M. Smucker SJM Stock Holding History

Beacon Trust’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
2014
Q2 		– Sell
-2,123
Closed -$206K – 208
2014
Q1 		$206K Sell
2,123
-1,192
-36% -$116K 0.04% 187
2013
Q4 		$343K Sell
3,315
-295
-8% -$31.3K 0.06% 140
2013
Q3 		$380K Sell
3,610
-1,030
-22% -$112K 0.07% 132
2013
Q2 		$479K Buy
+4,640
New +$472K 0.09% 123

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Trust's SJM Position: Q2 2014 in Review

Beacon Trust sold out of J.M. Smucker (SJM) in Q2 2014, closing a stake of 2,123 shares — an estimated $206K sold.

Beacon Trust first reported a position in SJM in Q2 2013 and held it in 4 quarters. The position peaked at $479K in Q2 2013. 609 funds tracked by Wall St. Rank hold SJM as of Q2 2014.

  • Beacon Trust reported no remaining J.M. Smucker position as of Q2 2014 after selling out during the quarter.
  • Beacon Trust sold 2,123 J.M. Smucker shares in Q2 2014, an estimated $206K.
  • Beacon Trust first reported a position in J.M. Smucker in Q2 2013 and held it in 4 quarters.
  • Beacon Trust's J.M. Smucker position peaked at $479K in Q2 2013.
  • 609 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2014.

Based on Beacon Trust's 13F filing for Q2 2014, filed 28 Jul 2014.