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Bridgeworth’s J.M. Smucker SJM Stock Holding History

Bridgeworth’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
-6
Closed – – 467
2018
Q2 		$0 Buy
+6
New +$674 ﹤0.01% 637

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

Bridgeworth's SJM Position: Q3 2018 in Review

Bridgeworth sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 6 shares.

Bridgeworth first reported a position in SJM in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Bridgeworth reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 6 J.M. Smucker shares in Q3 2018.
  • Bridgeworth first reported a position in J.M. Smucker in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's J.M. Smucker position peaked at $0 in Q2 2018.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.