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Daiwa SB Investments’s J.M. Smucker SJM Stock Holding History

Daiwa SB Investments’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
-120
Closed -$13K – 262
2018
Q2 		$13K Buy
+120
New +$13.5K ﹤0.01% 221
2018
Q1 		– Sell
-46,890
Closed -$5.83M – 250
2017
Q4 		$5.83M Sell
46,890
-3,410
-7% -$379K 1.54% 23
2017
Q3 		$5.28M Buy
50,300
+300
+0.6% +$34.3K 1.46% 25
2017
Q2 		$5.92M Sell
50,000
-410
-0.8% -$51.8K 1.62% 25
2017
Q1 		$6.61M Sell
50,410
-250
-0.5% -$34K 1.77% 27
2016
Q4 		$6.49M Buy
50,660
+27,300
+117% +$3.54M 1.71% 31
2016
Q3 		$3.17M Buy
+23,360
New +$3.43M 0.82% 34

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

Daiwa SB Investments's SJM Position: Q3 2018 in Review

Daiwa SB Investments sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 120 shares — an estimated $13K sold.

Daiwa SB Investments first reported a position in SJM in Q3 2016 and held it in 7 quarters. The position peaked at $6.61M in Q1 2017. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Daiwa SB Investments reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Daiwa SB Investments sold 120 J.M. Smucker shares in Q3 2018, an estimated $13K.
  • Daiwa SB Investments first reported a position in J.M. Smucker in Q3 2016 and held it in 7 quarters.
  • Daiwa SB Investments's J.M. Smucker position peaked at $6.61M in Q1 2017.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Daiwa SB Investments's 13F filing for Q3 2018, filed 10 Oct 2018.