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Brinker Capital’s J.M. Smucker SJM Stock Holding History

Brinker Capital’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
Q2 		– Sell
-2,166
Closed -$269K – 1020
2018
Q1 		$269K Sell
2,166
-70
-3% -$8.74K 0.01% 894
2017
Q4 		$278K Sell
2,236
-955
-30% -$106K 0.01% 872
2017
Q3 		$335K Buy
+3,191
New +$364K 0.01% 778
2017
Q2 		– Sell
-3,167
Closed -$415K – 853
2017
Q1 		$415K Buy
+3,167
New +$430K 0.02% 660

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brinker Capital's SJM Position: Q2 2018 in Review

Brinker Capital sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 2,166 shares — an estimated $269K sold.

Brinker Capital first reported a position in SJM in Q1 2017 and held it in 4 quarters. The position peaked at $415K in Q1 2017. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Brinker Capital reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Brinker Capital sold 2,166 J.M. Smucker shares in Q2 2018, an estimated $269K.
  • Brinker Capital first reported a position in J.M. Smucker in Q1 2017 and held it in 4 quarters.
  • Brinker Capital's J.M. Smucker position peaked at $415K in Q1 2017.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Brinker Capital's 13F filing for Q2 2018, filed 13 Aug 2018.