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Epoch Investment Partners’s J.M. Smucker SJM Stock Holding History

Epoch Investment Partners’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
2017
Q1 		– Sell
-636,043
Closed -$81.5M – 324
2016
Q4 		$81.5M Sell
636,043
-28,829
-4% -$3.74M 0.31% 93
2016
Q3 		$90.1M Sell
664,872
-777,834
-54% -$114M 0.34% 92
2016
Q2 		$220M Sell
1,442,706
-30,899
-2% -$4.11M 0.82% 46
2016
Q1 		$191M Buy
1,473,605
+787,262
+115% +$99.2M 0.72% 50
2015
Q4 		$84.7M Buy
+686,343
New +$81.8M 0.34% 87
2015
Q1 		– Sell
-820,154
Closed -$82.8M – 278
2014
Q4 		$82.8M Sell
820,154
-19,165
-2% -$1.94M 0.3% 96
2014
Q3 		$83.1M Sell
839,319
-6,560
-0.8% -$673K 0.32% 96
2014
Q2 		$90.1M Buy
845,879
+54,629
+7% +$5.48M 0.35% 92
2014
Q1 		$76.9M Buy
791,250
+5,268
+0.7% +$512K 0.31% 105
2013
Q4 		$81.4M Sell
785,982
-118,867
-13% -$12.6M 0.34% 98
2013
Q3 		$95M Sell
904,849
-9,465
-1% -$1.02M 0.42% 85
2013
Q2 		$94.3M Buy
+914,314
New +$93.1M 0.47% 75

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Epoch Investment Partners's SJM Position: Q1 2017 in Review

Epoch Investment Partners sold out of J.M. Smucker (SJM) in Q1 2017, closing a stake of 636,043 shares — an estimated $81.5M sold.

Epoch Investment Partners first reported a position in SJM in Q2 2013 and held it in 12 quarters. The position peaked at $220M in Q2 2016. 805 funds tracked by Wall St. Rank hold SJM as of Q1 2017.

  • Epoch Investment Partners reported no remaining J.M. Smucker position as of Q1 2017 after selling out during the quarter.
  • Epoch Investment Partners sold 636,043 J.M. Smucker shares in Q1 2017, an estimated $81.5M.
  • Epoch Investment Partners first reported a position in J.M. Smucker in Q2 2013 and held it in 12 quarters.
  • Epoch Investment Partners's J.M. Smucker position peaked at $220M in Q2 2016.
  • 805 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2017.

Based on Epoch Investment Partners's 13F filing for Q1 2017, filed 12 May 2017.