Csenge Advisory Group’s J.M. Smucker SJM Stock Holding History

Csenge Advisory 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 Q4	–	Sell	-67	Closed	-$7K	–	1264
2018 Q3	$7K	Buy	+67	New	+$7.32K	﹤0.01%	569
2018 Q2	–	Sell	-9,139	Closed	-$1.13M	–	303
2018 Q1	$1.13M	Sell	9,139 -623	-6%	-$77.8K	0.39%	62
2017 Q4	$1.21M	Buy	9,762 +389	+4%	+$43.2K	0.43%	61
2017 Q3	$984K	Buy	+9,373	New	+$1.07M	0.39%	68

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Csenge Advisory Group's SJM Position: Q4 2018 in Review

Csenge Advisory Group sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 67 shares — an estimated $7K sold.

Csenge Advisory Group first reported a position in SJM in Q3 2017 and held it in 4 quarters. The position peaked at $1.21M in Q4 2017. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

Csenge Advisory Group reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
Csenge Advisory Group sold 67 J.M. Smucker shares in Q4 2018, an estimated $7K.
Csenge Advisory Group first reported a position in J.M. Smucker in Q3 2017 and held it in 4 quarters.
Csenge Advisory Group's J.M. Smucker position peaked at $1.21M in Q4 2017.
755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.