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Douglas C. Lane & Associates’s J.M. Smucker SJM Stock Holding History

Douglas C. Lane & Associates’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
2015
Q4 		$14M Sell
113,890
-1,021
-0.9% -$122K 0.38% 89
2015
Q3 		$13.1M Buy
114,911
+65,889
+134% +$7.35M 0.37% 89
2015
Q2 		$5.31M Buy
+49,022
New +$5.67M 0.14% 121

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
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Douglas C. Lane & Associates's SJM Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its J.M. Smucker (SJM) stake by 0.89% in Q4 2015, selling an estimated $122K and leaving 113,890 shares worth $14M. The position accounts for 0.38% of the portfolio, ranked #89.

Douglas C. Lane & Associates first reported a position in SJM in Q2 2015 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold SJM as of Q4 2015.

  • Douglas C. Lane & Associates held 113,890 shares of J.M. Smucker worth $14M as of Q4 2015.
  • Douglas C. Lane & Associates sold 1,021 J.M. Smucker shares in Q4 2015, an estimated $122K.
  • J.M. Smucker made up 0.38% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #89 holding.
  • Douglas C. Lane & Associates first reported a position in J.M. Smucker in Q2 2015 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.