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Callodine Capital Management’s J.M. Smucker SJM Stock Holding History

Callodine Capital 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
Q1 		– Sell
-20,436
Closed -$1.91M – 41
2018
Q4 		$1.91M Buy
+20,436
New +$2.13M 1.37% 24

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Callodine Capital Management's SJM Position: Q1 2019 in Review

Callodine Capital Management sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 20,436 shares — an estimated $1.91M sold.

Callodine Capital Management first reported a position in SJM in Q4 2018 and held it in 1 quarter. The position peaked at $1.91M in Q4 2018. 808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • Callodine Capital Management reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • Callodine Capital Management sold 20,436 J.M. Smucker shares in Q1 2019, an estimated $1.91M.
  • Callodine Capital Management first reported a position in J.M. Smucker in Q4 2018 and held it in 1 quarter.
  • Callodine Capital Management's J.M. Smucker position peaked at $1.91M in Q4 2018.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Callodine Capital Management's 13F filing for Q1 2019, filed 14 May 2019.