Equitable Trust’s J.M. Smucker SJM Stock Holding History

Equitable 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
2018 Q3	–	Sell	-4,017	Closed	-$432K	–	301
2018 Q2	$432K	Buy	+4,017	New	+$451K	0.05%	205

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Equitable Trust's SJM Position: Q3 2018 in Review

Equitable Trust sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 4,017 shares — an estimated $432K sold.

Equitable Trust first reported a position in SJM in Q2 2018 and held it in 1 quarter. The position peaked at $432K in Q2 2018. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

Equitable Trust reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
Equitable Trust sold 4,017 J.M. Smucker shares in Q3 2018, an estimated $432K.
Equitable Trust first reported a position in J.M. Smucker in Q2 2018 and held it in 1 quarter.
Equitable Trust's J.M. Smucker position peaked at $432K in Q2 2018.
794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Equitable Trust's 13F filing for Q3 2018, filed 15 Nov 2018.