Clinton Group’s J.M. Smucker SJM Stock Holding History

Clinton Group’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	$1.5M	Buy	+14,634	New	+$1.6M	0.54%	52
2017 Q3	–	Sell	-33,066	Closed	-$3.91M	–	578
2017 Q2	$3.91M	Sell	33,066 -86,813	-72%	-$11M	0.4%	78
2017 Q1	$15.7M	Buy	119,879 +113,496	+1,778%	+$15.4M	0.91%	4
2016 Q4	$817K	Sell	6,383 -25,780	-80%	-$3.34M	0.05%	398
2016 Q3	$4.36M	Buy	32,163 +6,521	+25%	+$957K	0.2%	146
2016 Q2	$3.91M	Buy	25,642 +19,714	+333%	+$2.62M	0.17%	165
2016 Q1	$770K	Sell	5,928 -9,630	-62%	-$1.21M	0.05%	488
2015 Q4	$1.92M	Sell	15,558 -17,841	-53%	-$2.13M	0.16%	213
2015 Q3	$3.81M	Buy	33,399 +30,193	+942%	+$3.37M	0.36%	67
2015 Q2	$348K	Buy	+3,206	New	+$371K	0.05%	448
2014 Q4	–	Sell	-4,263	Closed	-$422K	–	560
2014 Q3	$422K	Buy	+4,263	New	+$437K	0.17%	210

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Clinton Group's SJM Position: Q3 2018 in Review

Clinton Group opened a new position in J.M. Smucker (SJM) in Q3 2018: 14,634 shares worth $1.5M. The stake represents 0.54% of the portfolio and ranks #52 among its holdings. This is a return to the name: Clinton Group previously reported a position in SJM as recently as Q2 2017.

Clinton Group first reported a position in SJM in Q3 2014 and has held it in 11 quarters since. The position peaked at $15.7M in Q1 2017. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

Clinton Group held 14,634 shares of J.M. Smucker worth $1.5M as of Q3 2018.
J.M. Smucker was a new Clinton Group position in Q3 2018.
J.M. Smucker made up 0.54% of Clinton Group's portfolio in Q3 2018, its #52 holding.
Clinton Group first reported a position in J.M. Smucker in Q3 2014 and has held it in 11 quarters since.
Clinton Group's J.M. Smucker position peaked at $15.7M in Q1 2017.
794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.