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Capital Impact Advisors’s J.M. Smucker SJM Stock Holding History

Capital Impact Advisors’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
-7,352
Closed -$870K – 156
2017
Q2 		$870K Hold
7,352
– – 0.4% 133
2017
Q1 		$964K Sell
7,352
-181
-2% -$24.6K 0.38% 138
2016
Q4 		$965K Hold
7,533
– – 0.4% 131
2016
Q3 		$1.02M Hold
7,533
– – 0.44% 96
2016
Q2 		$1.15M Sell
7,533
-2,172
-22% -$289K 0.54% 47
2016
Q1 		$1.26M Buy
9,705
+426
+5% +$53.7K 0.6% 33
2015
Q4 		$1.14M Sell
9,279
-4,900
-35% -$584K 0.55% 46
2015
Q3 		$1.62M Sell
14,179
-3,671
-21% -$409K 0.82% 30
2015
Q2 		$1.94M Hold
17,850
– – 0.88% 15
2015
Q1 		$2.07M Buy
+17,850
New +$1.96M 0.94% 13

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.61T AUM 30.72% 1-Year Est. Return