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British Steel Pension Fund’s J.M. Smucker SJM Stock Holding History

British Steel Pension Fund’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
Q3 		– Sell
-11,457
Closed -$1.36M – 199
2017
Q2 		$1.36M Buy
11,457
+2,400
+26% +$303K 0.15% 148
2017
Q1 		$1.19M Sell
9,057
-735
-8% -$99.9K 0.13% 159
2016
Q4 		$1.25M Hold
9,792
– – 0.16% 150
2016
Q3 		$1.33M Hold
9,792
– – 0.17% 139
2016
Q2 		$1.49M Sell
9,792
-7,417
-43% -$987K 0.21% 107
2016
Q1 		$2.23M Sell
17,209
-1,149
-6% -$145K 0.22% 130
2015
Q4 		$2.26M Buy
+18,358
New +$2.19M 0.23% 131
2015
Q2 		– Sell
-21,448
Closed -$2.48M – 206
2015
Q1 		$2.48M Hold
21,448
– – 0.24% 131
2014
Q4 		$2.17M Hold
21,448
– – 0.21% 144
2014
Q3 		$2.12M Sell
21,448
-1,411
-6% -$145K 0.21% 145
2014
Q2 		$2.44M Buy
22,859
+7,500
+49% +$753K 0.23% 141
2014
Q1 		$1.49M Sell
15,359
-1,070
-7% -$104K 0.15% 178
2013
Q4 		$1.7M Sell
16,429
-1,060
-6% -$112K 0.17% 173
2013
Q3 		$1.84M Sell
17,489
-1,108
-6% -$120K 0.19% 160
2013
Q2 		$1.92M Buy
+18,597
New +$1.89M 0.2% 155

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

British Steel Pension Fund's SJM Position: Q3 2017 in Review

British Steel Pension Fund sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 11,457 shares — an estimated $1.36M sold.

British Steel Pension Fund first reported a position in SJM in Q2 2013 and held it in 15 quarters. The position peaked at $2.48M in Q1 2015. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • British Steel Pension Fund reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • British Steel Pension Fund sold 11,457 J.M. Smucker shares in Q3 2017, an estimated $1.36M.
  • British Steel Pension Fund first reported a position in J.M. Smucker in Q2 2013 and held it in 15 quarters.
  • British Steel Pension Fund's J.M. Smucker position peaked at $2.48M in Q1 2015.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on British Steel Pension Fund's 13F filing for Q3 2017, filed 13 Nov 2017.