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Bredin Investment’s J.M. Smucker SJM Stock Holding History

Bredin Investment’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
Q4 		$299K Hold
2,875
– – 0.24% 73
2019
Q3 		$316K Hold
2,875
– – 0.28% 70
2019
Q2 		$328K Hold
2,875
– – 0.29% 70
2019
Q1 		$335K Hold
2,875
– – 0.29% 64
2018
Q4 		$269K Hold
2,875
– – 0.25% 70
2018
Q3 		$295K Hold
2,875
– – 0.24% 70
2018
Q2 		$309K Hold
2,875
– – 0.24% 70
2018
Q1 		$357K Hold
2,875
– – 0.31% 63
2017
Q4 		$356K Buy
+2,875
New +$319K 0.29% 63

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bredin Investment's SJM Position: Q4 2019 in Review

Bredin Investment held its J.M. Smucker (SJM) position steady in Q4 2019 at 2,875 shares worth $299K. The position accounts for 0.24% of the portfolio, ranked #73.

Bredin Investment first reported a position in SJM in Q4 2017 and has held it in 9 quarters since. The position peaked at $357K in Q1 2018. 769 funds tracked by Wall St. Rank hold SJM as of Q4 2019.

  • Bredin Investment held 2,875 shares of J.M. Smucker worth $299K as of Q4 2019.
  • Bredin Investment left its J.M. Smucker share count unchanged in Q4 2019.
  • J.M. Smucker made up 0.24% of Bredin Investment's portfolio in Q4 2019, its #73 holding.
  • Bredin Investment first reported a position in J.M. Smucker in Q4 2017 and has held it in 9 quarters since.
  • Bredin Investment's J.M. Smucker position peaked at $357K in Q1 2018.
  • 769 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2019.

Based on Bredin Investment's 13F filing for Q4 2019, filed 6 Feb 2020.