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BlackRock Institutional Trust’s J.M. Smucker SJM Stock Holding History

BlackRock Institutional 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
2016
Q4 		$403M Buy
3,149,016
+20,482
+0.7% +$2.65M 0.06% 316
2016
Q3 		$424M Sell
3,128,534
-56,308
-2% -$8.26M 0.07% 294
2016
Q2 		$485M Buy
3,184,842
+29,033
+0.9% +$3.86M 0.08% 260
2016
Q1 		$410M Sell
3,155,809
-8,880
-0.3% -$1.12M 0.07% 285
2015
Q4 		$390M Buy
3,164,689
+288,242
+10% +$34.4M 0.06% 302
2015
Q3 		$328M Buy
2,876,447
+129,612
+5% +$14.5M 0.06% 331
2015
Q2 		$298M Sell
2,746,835
-68,010
-2% -$7.87M 0.05% 391
2015
Q1 		$326M Buy
2,814,845
+20,125
+0.7% +$2.21M 0.05% 378
2014
Q4 		$282M Buy
2,794,720
+9,549
+0.3% +$967K 0.05% 403
2014
Q3 		$276M Sell
2,785,171
-16,407
-0.6% -$1.68M 0.05% 390
2014
Q2 		$299M Sell
2,801,578
-89,859
-3% -$9.02M 0.05% 376
2014
Q1 		$281M Buy
2,891,437
+17,561
+0.6% +$1.71M 0.05% 384
2013
Q4 		$298M Sell
2,873,876
-70,689
-2% -$7.5M 0.05% 352
2013
Q3 		$309M Sell
2,944,565
-82,861
-3% -$8.97M 0.06% 321
2013
Q2 		$312M Buy
+3,027,426
New +$308M 0.06% 311

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock Institutional Trust's SJM Position: Q4 2016 in Review

BlackRock Institutional Trust increased its J.M. Smucker (SJM) stake by 0.65% in Q4 2016, buying an estimated $2.65M and bringing the position to 3,149,016 shares worth $403M. The position accounts for 0.06% of the portfolio, ranked #316.

BlackRock Institutional Trust first reported a position in SJM in Q2 2013 and has held it in 15 quarters since. The position peaked at $485M in Q2 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • BlackRock Institutional Trust held 3,149,016 shares of J.M. Smucker worth $403M as of Q4 2016.
  • BlackRock Institutional Trust bought 20,482 J.M. Smucker shares in Q4 2016, an estimated $2.65M.
  • J.M. Smucker made up 0.06% of BlackRock Institutional Trust's portfolio in Q4 2016, its #316 holding.
  • BlackRock Institutional Trust first reported a position in J.M. Smucker in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's J.M. Smucker position peaked at $485M in Q2 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.