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Cypress Asset Management’s J.M. Smucker SJM Stock Holding History

Cypress Asset Management’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
Q2 		– Sell
-6,630
Closed -$869K – 207
2017
Q1 		$869K Sell
6,630
-245
-4% -$33.3K 0.17% 115
2016
Q4 		$880K Buy
6,875
+85
+1% +$11K 0.17% 115
2016
Q3 		$920K Buy
6,790
+1,705
+34% +$250K 0.18% 113
2016
Q2 		$775K Buy
+5,085
New +$676K 0.15% 123

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cypress Asset Management's SJM Position: Q2 2017 in Review

Cypress Asset Management sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 6,630 shares — an estimated $869K sold.

Cypress Asset Management first reported a position in SJM in Q2 2016 and held it in 4 quarters. The position peaked at $920K in Q3 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Cypress Asset Management reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Cypress Asset Management sold 6,630 J.M. Smucker shares in Q2 2017, an estimated $869K.
  • Cypress Asset Management first reported a position in J.M. Smucker in Q2 2016 and held it in 4 quarters.
  • Cypress Asset Management's J.M. Smucker position peaked at $920K in Q3 2016.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Cypress Asset Management's 13F filing for Q2 2017, filed 24 Jul 2017.