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Dubuque Bank & Trust’s J.M. Smucker SJM Stock Holding History

Dubuque Bank & Trust’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
2019
Q2 		– Sell
-25
Closed -$3K – 532
2019
Q1 		$3K Hold
25
– – ﹤0.01% 625
2018
Q4 		$2K Hold
25
– – ﹤0.01% 612
2018
Q3 		$3K Sell
25
-4
-14% -$437 ﹤0.01% 560
2018
Q2 		$3K Hold
29
– – ﹤0.01% 588
2018
Q1 		$3K Buy
29
+4
+16% +$500 ﹤0.01% 616
2017
Q4 		$3K Hold
25
– – ﹤0.01% 618
2017
Q3 		$3K Hold
25
– – ﹤0.01% 597
2017
Q2 		$3K Hold
25
– – ﹤0.01% 576
2017
Q1 		$3K Buy
+25
New +$3.4K ﹤0.01% 597
2014
Q3 		– Sell
-82
Closed -$9K – 584
2014
Q2 		$9K Buy
+82
New +$8.23K ﹤0.01% 495

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dubuque Bank & Trust's SJM Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 25 shares — an estimated $3K sold.

Dubuque Bank & Trust first reported a position in SJM in Q2 2014 and held it in 10 quarters. The position peaked at $9K in Q2 2014. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 25 J.M. Smucker shares in Q2 2019, an estimated $3K.
  • Dubuque Bank & Trust first reported a position in J.M. Smucker in Q2 2014 and held it in 10 quarters.
  • Dubuque Bank & Trust's J.M. Smucker position peaked at $9K in Q2 2014.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.