BAM
SJM icon

Bruderman Asset Management’s J.M. Smucker SJM Stock Holding History

Bruderman Asset Management’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
Q2 		– Sell
-200
Closed -$23K – 481
2019
Q1 		$23K Hold
200
– – 0.01% 357
2018
Q4 		$19K Buy
+200
New +$20.9K ﹤0.01% 356
2018
Q3 		– Sell
-5,121
Closed -$550K – 367
2018
Q2 		$550K Sell
5,121
-2,778
-35% -$312K 0.13% 91
2018
Q1 		$980K Sell
7,899
-1,823
-19% -$228K 0.23% 68
2017
Q4 		$1.21M Buy
9,722
+715
+8% +$79.4K 0.31% 58
2017
Q3 		$945K Buy
9,007
+1,182
+15% +$135K 0.24% 70
2017
Q2 		$926K Buy
7,825
+4,227
+117% +$534K 0.25% 68
2017
Q1 		$472K Buy
3,598
+85
+2% +$11.6K 0.14% 83
2016
Q4 		$450K Buy
3,513
+1,580
+82% +$205K 0.14% 86
2016
Q3 		$262K Buy
1,933
+109
+6% +$16K 0.08% 104
2016
Q2 		$278K Buy
1,824
+1,668
+1,069% +$222K 0.09% 105
2016
Q1 		$20K Hold
156
– – 0.01% 269
2015
Q4 		$19K Sell
156
-747
-83% -$89K 0.01% 288
2015
Q3 		$103K Sell
903
-11
-1% -$1.23K 0.04% 146
2015
Q2 		$99K Sell
914
-2,898
-76% -$335K 0.04% 155
2015
Q1 		$441K Buy
+3,812
New +$418K 0.17% 74

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bruderman Asset Management's SJM Position: Q2 2019 in Review

Bruderman Asset Management sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 200 shares — an estimated $23K sold.

Bruderman Asset Management first reported a position in SJM in Q1 2015 and held it in 16 quarters. The position peaked at $1.21M in Q4 2017. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Bruderman Asset Management reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 200 J.M. Smucker shares in Q2 2019, an estimated $23K.
  • Bruderman Asset Management first reported a position in J.M. Smucker in Q1 2015 and held it in 16 quarters.
  • Bruderman Asset Management's J.M. Smucker position peaked at $1.21M in Q4 2017.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.