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Essex Savings Bank’s J.M. Smucker SJM Stock Holding History

Essex Savings Bank’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
Q3 		– Sell
-200
Closed -$23K – 533
2019
Q2 		$23K Hold
200
– – 0.01% 560
2019
Q1 		$23K Hold
200
– – 0.01% 404
2018
Q4 		$19K Buy
+200
New +$20.9K 0.01% 427

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 $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Essex Savings Bank's SJM Position: Q3 2019 in Review

Essex Savings Bank sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 200 shares — an estimated $23K sold.

Essex Savings Bank first reported a position in SJM in Q4 2018 and held it in 3 quarters. The position peaked at $23K in Q2 2019. 742 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Essex Savings Bank reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 200 J.M. Smucker shares in Q3 2019, an estimated $23K.
  • Essex Savings Bank first reported a position in J.M. Smucker in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's J.M. Smucker position peaked at $23K in Q2 2019.
  • 742 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.