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Boston Advisors’s J.M. Smucker SJM Stock Holding History

Boston Advisors’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
2019
Q1 		– Sell
-2,386
Closed -$223K – 657
2018
Q4 		$223K Hold
2,386
– – 0.01% 587
2018
Q3 		$245K Buy
+2,386
New +$261K 0.01% 599
2018
Q1 		– Sell
-1,735
Closed -$216K – 665
2017
Q4 		$216K Sell
1,735
-235
-12% -$26.1K ﹤0.01% 611
2017
Q3 		$207K Sell
1,970
-2
-0.1% -$228 ﹤0.01% 626
2017
Q2 		$233K Sell
1,972
-200
-9% -$25.3K 0.01% 613
2017
Q1 		$285K Buy
2,172
+62
+3% +$8.43K 0.01% 571
2016
Q4 		$270K Sell
2,110
-200
-9% -$25.9K 0.01% 588
2016
Q3 		$313K Sell
2,310
-1,260
-35% -$185K 0.01% 599
2016
Q2 		$544K Buy
3,570
+206
+6% +$27.4K 0.01% 457
2016
Q1 		$437K Hold
3,364
– – 0.01% 491
2015
Q4 		$415K Buy
3,364
+1
+0% +$119 0.01% 507
2015
Q3 		$384K Sell
3,363
-50
-1% -$5.58K 0.01% 600
2015
Q2 		$370K Buy
3,413
+1
+0% +$116 0.02% 555
2015
Q1 		$395K Buy
3,412
+1
+0% +$110 0.02% 520
2014
Q4 		$344K Sell
3,411
-300
-8% -$30.4K 0.01% 435
2014
Q3 		$367K Sell
3,711
-50
-1% -$5.13K 0.02% 405
2014
Q2 		$401K Sell
3,761
-25
-0.7% -$2.51K 0.02% 400
2014
Q1 		$368K Sell
3,786
-2,020
-35% -$196K 0.02% 407
2013
Q4 		$602K Sell
5,806
-152
-3% -$16.1K 0.03% 323
2013
Q3 		$626K Sell
5,958
-118
-2% -$12.8K 0.03% 302
2013
Q2 		$627K Buy
+6,076
New +$619K 0.03% 298

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Boston Advisors's SJM Position: Q1 2019 in Review

Boston Advisors sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 2,386 shares — an estimated $223K sold.

Boston Advisors first reported a position in SJM in Q2 2013 and held it in 21 quarters. The position peaked at $627K in Q2 2013. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • Boston Advisors reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • Boston Advisors sold 2,386 J.M. Smucker shares in Q1 2019, an estimated $223K.
  • Boston Advisors first reported a position in J.M. Smucker in Q2 2013 and held it in 21 quarters.
  • Boston Advisors's J.M. Smucker position peaked at $627K in Q2 2013.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Boston Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.