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Convergence Investment Partners’s J.M. Smucker SJM Stock Holding History

Convergence Investment Partners’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
-8,147
Closed -$876K – 355
2018
Q2 		$876K Buy
8,147
+7,834
+2,503% +$880K 0.12% 219
2018
Q1 		$39K Buy
+313
New +$39.1K 0.01% 479
2016
Q4 		– Sell
-11,800
Closed -$1.6M – 373
2016
Q3 		$1.6M Buy
+11,800
New +$1.73M 0.24% 161

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

Convergence Investment Partners's SJM Position: Q3 2018 in Review

Convergence Investment Partners sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 8,147 shares — an estimated $876K sold.

Convergence Investment Partners first reported a position in SJM in Q3 2016 and held it in 3 quarters. The position peaked at $1.6M in Q3 2016. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Convergence Investment Partners reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 8,147 J.M. Smucker shares in Q3 2018, an estimated $876K.
  • Convergence Investment Partners first reported a position in J.M. Smucker in Q3 2016 and held it in 3 quarters.
  • Convergence Investment Partners's J.M. Smucker position peaked at $1.6M in Q3 2016.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Convergence Investment Partners's 13F filing for Q3 2018, filed 13 Nov 2018.