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Credential Securities’s J.M. Smucker SJM Stock Holding History

Credential Securities’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
Q2 		– Sell
-737
Closed -$91.4K – 271
2018
Q1 		$91.4K Buy
737
+95
+15% +$11.9K 0.02% 206
2017
Q4 		$79.8K Buy
642
+143
+29% +$15.9K 0.02% 213
2017
Q3 		$52.4K Buy
+499
New +$57K 0.01% 223

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credential Securities's SJM Position: Q2 2018 in Review

Credential Securities sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 737 shares — an estimated $91.4K sold.

Credential Securities first reported a position in SJM in Q3 2017 and held it in 3 quarters. The position peaked at $91.4K in Q1 2018. 811 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Credential Securities reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Credential Securities sold 737 J.M. Smucker shares in Q2 2018, an estimated $91.4K.
  • Credential Securities first reported a position in J.M. Smucker in Q3 2017 and held it in 3 quarters.
  • Credential Securities's J.M. Smucker position peaked at $91.4K in Q1 2018.
  • 811 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.