BSA
SJM icon

Braun Stacey Associates’s J.M. Smucker SJM Stock Holding History

Braun Stacey Associates’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
2015
Q3 		– Sell
-32,112
Closed -$3.48M – 245
2015
Q2 		$3.48M Buy
+32,112
New +$3.72M 0.15% 133
2014
Q4 		– Sell
-117,253
Closed -$11.6M – 164
2014
Q3 		$11.6M Buy
117,253
+1,203
+1% +$123K 0.72% 81
2014
Q2 		$12.4M Sell
116,050
-4,525
-4% -$454K 0.74% 82
2014
Q1 		$11.7M Sell
120,575
-12,285
-9% -$1.19M 0.69% 83
2013
Q4 		$13.8M Sell
132,860
-12,115
-8% -$1.28M 0.79% 73
2013
Q3 		$15.2M Buy
144,975
+410
+0.3% +$44.4K 0.94% 57
2013
Q2 		$14.9M Buy
+144,565
New +$14.7M 0.94% 53

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 $3.38T AUM 44.17% 1-Year Est. Return
VCP
Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Braun Stacey Associates's SJM Position: Q3 2015 in Review

Braun Stacey Associates sold out of J.M. Smucker (SJM) in Q3 2015, closing a stake of 32,112 shares — an estimated $3.48M sold.

Braun Stacey Associates first reported a position in SJM in Q2 2013 and held it in 7 quarters. The position peaked at $15.2M in Q3 2013. 678 funds tracked by Wall St. Rank hold SJM as of Q3 2015.

  • Braun Stacey Associates reported no remaining J.M. Smucker position as of Q3 2015 after selling out during the quarter.
  • Braun Stacey Associates sold 32,112 J.M. Smucker shares in Q3 2015, an estimated $3.48M.
  • Braun Stacey Associates first reported a position in J.M. Smucker in Q2 2013 and held it in 7 quarters.
  • Braun Stacey Associates's J.M. Smucker position peaked at $15.2M in Q3 2013.
  • 678 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2015.

Based on Braun Stacey Associates's 13F filing for Q3 2015, filed 1 Dec 2015.