BOCM
SJM icon

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

Bontempo Ohly 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
2017
Q4 		– Sell
-14,546
Closed -$1.53M – 33
2017
Q3 		$1.53M Buy
14,546
+27
+0.2% +$3.08K 1.18% 27
2017
Q2 		$1.72M Buy
14,519
+109
+0.8% +$13.8K 1.39% 26
2017
Q1 		$1.89M Buy
+14,410
New +$1.96M 1.51% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bontempo Ohly Capital Management's SJM Position: Q4 2017 in Review

Bontempo Ohly Capital Management sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 14,546 shares — an estimated $1.53M sold.

Bontempo Ohly Capital Management first reported a position in SJM in Q1 2017 and held it in 3 quarters. The position peaked at $1.89M in Q1 2017. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Bontempo Ohly Capital Management reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Bontempo Ohly Capital Management sold 14,546 J.M. Smucker shares in Q4 2017, an estimated $1.53M.
  • Bontempo Ohly Capital Management first reported a position in J.M. Smucker in Q1 2017 and held it in 3 quarters.
  • Bontempo Ohly Capital Management's J.M. Smucker position peaked at $1.89M in Q1 2017.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Bontempo Ohly Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.