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Brown Advisory Securities’s J.M. Smucker SJM Stock Holding History

Brown Advisory Securities’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
Q1 		– Sell
-1,888
Closed -$235K – 409
2017
Q4 		$235K Sell
1,888
-56
-3% -$6.22K 0.05% 325
2017
Q3 		$204K Buy
+1,944
New +$222K 0.04% 326

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brown Advisory Securities's SJM Position: Q1 2018 in Review

Brown Advisory Securities sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 1,888 shares — an estimated $235K sold.

Brown Advisory Securities first reported a position in SJM in Q3 2017 and held it in 2 quarters. The position peaked at $235K in Q4 2017. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

  • Brown Advisory Securities reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
  • Brown Advisory Securities sold 1,888 J.M. Smucker shares in Q1 2018, an estimated $235K.
  • Brown Advisory Securities first reported a position in J.M. Smucker in Q3 2017 and held it in 2 quarters.
  • Brown Advisory Securities's J.M. Smucker position peaked at $235K in Q4 2017.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Brown Advisory Securities's 13F filing for Q1 2018, filed 14 May 2018.