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Dennis R. Delaney’s J.M. Smucker SJM Stock Holding History

Dennis R. Delaney’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
-2,499
Closed -$257K – 52
2018
Q3 		$257K Buy
2,499
+20
+0.8% +$2.18K 0.33% 48
2018
Q2 		$266K Sell
2,479
-200
-7% -$22.5K 0.38% 48
2018
Q1 		$332K Hold
2,679
– – 0.47% 44
2017
Q4 		$332K Buy
+2,679
New +$298K 0.44% 45

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dennis R. Delaney's SJM Position: Q4 2018 in Review

Dennis R. Delaney sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 2,499 shares — an estimated $257K sold.

Dennis R. Delaney first reported a position in SJM in Q4 2017 and held it in 4 quarters. The position peaked at $332K in Q1 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Dennis R. Delaney reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Dennis R. Delaney sold 2,499 J.M. Smucker shares in Q4 2018, an estimated $257K.
  • Dennis R. Delaney first reported a position in J.M. Smucker in Q4 2017 and held it in 4 quarters.
  • Dennis R. Delaney's J.M. Smucker position peaked at $332K in Q1 2018.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Dennis R. Delaney's 13F filing for Q4 2018, filed 24 Jan 2019.