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Dominick & Dominick’s J.M. Smucker SJM Stock Holding History

Dominick & Dominick’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
2014
Q4 		$545K Sell
5,400
-400
-7% -$40.5K 0.28% 111
2014
Q3 		$574K Buy
+5,800
New +$595K 0.28% 100
2014
Q1 		– Sell
-2,500
Closed -$259K – 205
2013
Q4 		$259K Buy
+2,500
New +$265K 0.12% 157

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dominick & Dominick's SJM Position: Q4 2014 in Review

Dominick & Dominick reduced its J.M. Smucker (SJM) stake by 6.9% in Q4 2014, selling an estimated $40.5K and leaving 5,400 shares worth $545K. The position accounts for 0.28% of the portfolio, ranked #111.

Dominick & Dominick first reported a position in SJM in Q4 2013 and has held it in 3 quarters since. The position peaked at $574K in Q3 2014. 617 funds tracked by Wall St. Rank hold SJM as of Q4 2014.

  • Dominick & Dominick held 5,400 shares of J.M. Smucker worth $545K as of Q4 2014.
  • Dominick & Dominick sold 400 J.M. Smucker shares in Q4 2014, an estimated $40.5K.
  • J.M. Smucker made up 0.28% of Dominick & Dominick's portfolio in Q4 2014, its #111 holding.
  • Dominick & Dominick first reported a position in J.M. Smucker in Q4 2013 and has held it in 3 quarters since.
  • Dominick & Dominick's J.M. Smucker position peaked at $574K in Q3 2014.
  • 617 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2014.

Based on Dominick & Dominick's 13F filing for Q4 2014, filed 22 Jan 2015.