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CAMG Solamere Management’s J.M. Smucker SJM Stock Holding History

CAMG Solamere 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
2018
Q3 		– Sell
-27,358
Closed -$2.94M – 133
2018
Q2 		$2.94M Sell
27,358
-1,337
-5% -$150K 1.44% 28
2018
Q1 		$3.56M Buy
28,695
+234
+0.8% +$29.2K 1.62% 17
2017
Q4 		$3.48M Buy
28,461
+2,651
+10% +$295K 1.55% 20
2017
Q3 		$2.7M Buy
25,810
+3,354
+15% +$383K 1.35% 26
2017
Q2 		$2.66M Buy
22,456
+3,734
+20% +$472K 1.52% 22
2017
Q1 		$2.46M Buy
18,722
+13,368
+250% +$1.82M 1.44% 22
2016
Q4 		$689K Buy
+5,354
New +$694K 0.49% 74

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

CAMG Solamere Management's SJM Position: Q3 2018 in Review

CAMG Solamere Management sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 27,358 shares — an estimated $2.94M sold.

CAMG Solamere Management first reported a position in SJM in Q4 2016 and held it in 7 quarters. The position peaked at $3.56M in Q1 2018. 795 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • CAMG Solamere Management reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • CAMG Solamere Management sold 27,358 J.M. Smucker shares in Q3 2018, an estimated $2.94M.
  • CAMG Solamere Management first reported a position in J.M. Smucker in Q4 2016 and held it in 7 quarters.
  • CAMG Solamere Management's J.M. Smucker position peaked at $3.56M in Q1 2018.
  • 795 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on CAMG Solamere Management's 13F filing for Q3 2018, filed 14 Nov 2018.