BI
SJM icon

Boulegeris Investments’s J.M. Smucker SJM Stock Holding History

Boulegeris Investments’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
2018
Q3 		– Sell
-10,381
Closed -$1.12M – 41
2018
Q2 		$1.12M Sell
10,381
-129
-1% -$14.5K 0.56% 33
2018
Q1 		$1.3M Sell
10,510
-1,675
-14% -$209K 0.71% 25
2017
Q4 		$1.51M Sell
12,185
-335
-3% -$37.2K 0.79% 22
2017
Q3 		$1.31M Buy
12,520
+3,430
+38% +$392K 0.73% 22
2017
Q2 		$1.08M Buy
9,090
+3,865
+74% +$488K 0.61% 26
2017
Q1 		$685K Buy
5,225
+3,240
+163% +$440K 0.41% 32
2016
Q4 		$254K Buy
+1,985
New +$257K 0.15% 43

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Boulegeris Investments's SJM Position: Q3 2018 in Review

Boulegeris Investments sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 10,381 shares — an estimated $1.12M sold.

Boulegeris Investments first reported a position in SJM in Q4 2016 and held it in 7 quarters. The position peaked at $1.51M in Q4 2017. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Boulegeris Investments reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Boulegeris Investments sold 10,381 J.M. Smucker shares in Q3 2018, an estimated $1.12M.
  • Boulegeris Investments first reported a position in J.M. Smucker in Q4 2016 and held it in 7 quarters.
  • Boulegeris Investments's J.M. Smucker position peaked at $1.51M in Q4 2017.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Boulegeris Investments's 13F filing for Q3 2018.