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Chesley Taft & Associates’s J.M. Smucker SJM Stock Holding History

Chesley Taft & 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
Q4 		– Sell
-61,413
Closed -$6.3M – 277
2018
Q3 		$6.3M Buy
61,413
+920
+2% +$100K 0.5% 60
2018
Q2 		$6.5M Buy
60,493
+550
+0.9% +$61.8K 0.56% 57
2018
Q1 		$7.43M Buy
+59,943
New +$7.49M 0.66% 51

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chesley Taft & Associates's SJM Position: Q4 2018 in Review

Chesley Taft & Associates sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 61,413 shares — an estimated $6.3M sold.

Chesley Taft & Associates first reported a position in SJM in Q1 2018 and held it in 3 quarters. The position peaked at $7.43M in Q1 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Chesley Taft & Associates reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 61,413 J.M. Smucker shares in Q4 2018, an estimated $6.3M.
  • Chesley Taft & Associates first reported a position in J.M. Smucker in Q1 2018 and held it in 3 quarters.
  • Chesley Taft & Associates's J.M. Smucker position peaked at $7.43M in Q1 2018.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Chesley Taft & Associates's 13F filing for Q4 2018, filed 7 Jan 2019.