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Fayerweather Charles’s J.M. Smucker SJM Stock Holding History

Fayerweather Charles’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
2020
Q1 		– Sell
-2,175
Closed -$226K – 55
2019
Q4 		$226K Sell
2,175
-75
-3% -$7.94K 0.37% 49
2019
Q3 		$248K Sell
2,250
-800
-26% -$89.2K 0.44% 49
2019
Q2 		$352K Sell
3,050
-550
-15% -$67.2K 0.53% 44
2019
Q1 		$420K Sell
3,600
-945
-21% -$98.8K 0.65% 42
2018
Q4 		$425K Sell
4,545
-1,345
-23% -$140K 0.76% 37
2018
Q3 		$604K Buy
5,890
+50
+0.9% +$5.46K 0.93% 34
2018
Q2 		$628K Sell
5,840
-125
-2% -$14K 1% 31
2018
Q1 		$741K Sell
5,965
-481
-7% -$60.1K 1.18% 31
2017
Q4 		$801K Sell
6,446
-3,733
-37% -$415K 1.17% 29
2017
Q3 		$1.07M Buy
10,179
+375
+4% +$42.8K 1.4% 25
2017
Q2 		$1.16M Buy
9,804
+147
+2% +$18.6K 1.56% 23
2017
Q1 		$1.27M Buy
9,657
+2,237
+30% +$304K 1.8% 20
2016
Q4 		$951K Buy
7,420
+760
+11% +$98.5K 1.42% 24
2016
Q3 		$903K Sell
6,660
-240
-3% -$35.2K 1.27% 24
2016
Q2 		$1.05M Sell
6,900
-200
-3% -$26.6K 1.47% 21
2016
Q1 		$922K Buy
7,100
+2,265
+47% +$285K 1.3% 23
2015
Q4 		$596K Buy
+4,835
New +$576K 0.99% 36

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fayerweather Charles's SJM Position: Q1 2020 in Review

Fayerweather Charles sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 2,175 shares — an estimated $226K sold.

Fayerweather Charles first reported a position in SJM in Q4 2015 and held it in 17 quarters. The position peaked at $1.27M in Q1 2017. 758 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Fayerweather Charles reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Fayerweather Charles sold 2,175 J.M. Smucker shares in Q1 2020, an estimated $226K.
  • Fayerweather Charles first reported a position in J.M. Smucker in Q4 2015 and held it in 17 quarters.
  • Fayerweather Charles's J.M. Smucker position peaked at $1.27M in Q1 2017.
  • 758 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Fayerweather Charles's 13F filing for Q1 2020, filed 7 May 2020.