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Cedar Hill Associates’s J.M. Smucker SJM Stock Holding History

Cedar Hill Associates’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
-3,472
Closed -$373K – 143
2018
Q2 		$373K Sell
3,472
-815
-19% -$91.5K 0.08% 118
2018
Q1 		$532K Sell
4,287
-614
-13% -$76.7K 0.11% 95
2017
Q4 		$609K Buy
4,901
+15
+0.3% +$1.67K 0.11% 93
2017
Q3 		$513K Buy
+4,886
New +$558K 0.09% 99

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

Cedar Hill Associates's SJM Position: Q3 2018 in Review

Cedar Hill Associates sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 3,472 shares — an estimated $373K sold.

Cedar Hill Associates first reported a position in SJM in Q3 2017 and held it in 4 quarters. The position peaked at $609K in Q4 2017. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Cedar Hill Associates reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Cedar Hill Associates sold 3,472 J.M. Smucker shares in Q3 2018, an estimated $373K.
  • Cedar Hill Associates first reported a position in J.M. Smucker in Q3 2017 and held it in 4 quarters.
  • Cedar Hill Associates's J.M. Smucker position peaked at $609K in Q4 2017.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Cedar Hill Associates's 13F filing for Q3 2018, filed 23 Oct 2018.