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Bowling Portfolio Management’s J.M. Smucker SJM Stock Holding History

Bowling Portfolio 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
Q2 		– Sell
-3,375
Closed -$442K – 403
2017
Q1 		$442K Sell
3,375
-1,949
-37% -$265K 0.07% 279
2016
Q4 		$682K Sell
5,324
-1,683
-24% -$218K 0.1% 174
2016
Q3 		$950K Buy
+7,007
New +$1.03M 0.13% 134

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bowling Portfolio Management's SJM Position: Q2 2017 in Review

Bowling Portfolio Management sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 3,375 shares — an estimated $442K sold.

Bowling Portfolio Management first reported a position in SJM in Q3 2016 and held it in 3 quarters. The position peaked at $950K in Q3 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Bowling Portfolio Management reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 3,375 J.M. Smucker shares in Q2 2017, an estimated $442K.
  • Bowling Portfolio Management first reported a position in J.M. Smucker in Q3 2016 and held it in 3 quarters.
  • Bowling Portfolio Management's J.M. Smucker position peaked at $950K in Q3 2016.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Bowling Portfolio Management's 13F filing for Q2 2017, filed 27 Jul 2017.