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Edge Advisors’s J.M. Smucker SJM Stock Holding History

Edge Advisors’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
Q2 		$335K Hold
3,120
– – 0.03% 257
2018
Q1 		$386K Hold
3,120
– – 0.04% 243
2017
Q4 		$387K Hold
3,120
– – 0.04% 239
2017
Q3 		$327K Hold
3,120
– – 0.04% 254
2017
Q2 		$369K Sell
3,120
-80
-3% -$10.1K 0.04% 245
2017
Q1 		$419K Hold
3,200
– – 0.05% 243
2016
Q4 		$409K Buy
+3,200
New +$415K 0.05% 237

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Advisors's SJM Position: Q2 2018 in Review

Edge Advisors held its J.M. Smucker (SJM) position steady in Q2 2018 at 3,120 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #257.

Edge Advisors first reported a position in SJM in Q4 2016 and has held it in 7 quarters since. The position peaked at $419K in Q1 2017. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Edge Advisors held 3,120 shares of J.M. Smucker worth $335K as of Q2 2018.
  • Edge Advisors left its J.M. Smucker share count unchanged in Q2 2018.
  • J.M. Smucker made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #257 holding.
  • Edge Advisors first reported a position in J.M. Smucker in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's J.M. Smucker position peaked at $419K in Q1 2017.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.