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FDO Partners’s J.M. Smucker SJM Stock Holding History

FDO 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
Q3 		– Sell
-18,301
Closed -$2.17M – 299
2017
Q2 		$2.17M Sell
18,301
-2,116
-10% -$267K 0.46% 95
2017
Q1 		$2.68M Buy
20,417
+10,249
+101% +$1.39M 0.67% 55
2016
Q4 		$1.3M Buy
10,168
+5,256
+107% +$681K 0.52% 83
2016
Q3 		$666K Buy
+4,912
New +$721K 0.29% 137
2016
Q1 		– Sell
-1,812
Closed -$223K – 320
2015
Q4 		$223K Buy
+1,812
New +$216K 0.13% 218

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FDO Partners's SJM Position: Q3 2017 in Review

FDO Partners sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 18,301 shares — an estimated $2.17M sold.

FDO Partners first reported a position in SJM in Q4 2015 and held it in 5 quarters. The position peaked at $2.68M in Q1 2017. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • FDO Partners reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • FDO Partners sold 18,301 J.M. Smucker shares in Q3 2017, an estimated $2.17M.
  • FDO Partners first reported a position in J.M. Smucker in Q4 2015 and held it in 5 quarters.
  • FDO Partners's J.M. Smucker position peaked at $2.68M in Q1 2017.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on FDO Partners's 13F filing for Q3 2017, filed 13 Nov 2017.