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Chilton Investment Company’s J.M. Smucker SJM Stock Holding History

Chilton Investment Company’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
Q4 		– Sell
-7,120
Closed -$747K – 133
2017
Q3 		$747K Buy
+7,120
New +$813K 0.03% 101
2015
Q1 		– Sell
-2,473
Closed -$250K – 170
2014
Q4 		$250K Sell
2,473
-368
-13% -$37.3K 0.01% 163
2014
Q3 		$281K Buy
+2,841
New +$292K 0.01% 162
2014
Q1 		– Sell
-2,375
Closed -$246K – 180
2013
Q4 		$246K Buy
+2,375
New +$252K 0.01% 158

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chilton Investment Company's SJM Position: Q4 2017 in Review

Chilton Investment Company sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 7,120 shares — an estimated $747K sold.

Chilton Investment Company first reported a position in SJM in Q4 2013 and held it in 4 quarters. The position peaked at $747K in Q3 2017. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Chilton Investment Company reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Chilton Investment Company sold 7,120 J.M. Smucker shares in Q4 2017, an estimated $747K.
  • Chilton Investment Company first reported a position in J.M. Smucker in Q4 2013 and held it in 4 quarters.
  • Chilton Investment Company's J.M. Smucker position peaked at $747K in Q3 2017.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Chilton Investment Company's 13F filing for Q4 2017, filed 7 Feb 2018.