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Fiduciary Trust International of Pennsylvania’s J.M. Smucker SJM Stock Holding History

Fiduciary Trust International of Pennsylvania’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 		$1.23M Buy
11,105
+150
+1% +$16K 0.06% 191
2019
Q4 		$1.14M Sell
10,955
-2,238
-17% -$237K 0.04% 205
2019
Q3 		$1.45M Buy
13,193
+48
+0.4% +$5.35K 0.06% 213
2019
Q2 		$1.51M Sell
13,145
-290
-2% -$35.4K 0.06% 210
2019
Q1 		$1.56M Sell
13,435
-25
-0.2% -$2.61K 0.07% 182
2018
Q4 		$1.26M Sell
13,460
-7,125
-35% -$744K 0.06% 184
2018
Q3 		$2.11M Sell
20,585
-20,594
-50% -$2.25M 0.09% 177
2018
Q2 		$4.43M Sell
41,179
-9,718
-19% -$1.09M 0.2% 115
2018
Q1 		$6.31M Buy
50,897
+5,824
+13% +$727K 0.29% 99
2017
Q4 		$5.6M Sell
45,073
-7,165
-14% -$796K 0.25% 114
2017
Q3 		$5.48M Sell
52,238
-3,505
-6% -$400K 0.26% 101
2017
Q2 		$6.6M Buy
55,743
+4,198
+8% +$531K 0.33% 93
2017
Q1 		$6.76M Sell
51,545
-7,620
-13% -$1.04M 0.51% 62
2016
Q4 		$7.58M Sell
59,165
-1,165
-2% -$151K 0.6% 53
2016
Q3 		$8.18M Buy
60,330
+103
+0.2% +$15.1K 0.66% 46
2016
Q2 		$9.18M Buy
60,227
+5,933
+11% +$789K 0.75% 37
2016
Q1 		$7.05M Buy
54,294
+8,930
+20% +$1.13M 0.6% 54
2015
Q4 		$5.59M Buy
45,364
+16,185
+55% +$1.93M 0.48% 72
2015
Q3 		$3.33M Buy
29,179
+24,505
+524% +$2.73M 0.31% 86
2015
Q2 		$507K Buy
4,674
+200
+4% +$23.1K 0.03% 274
2015
Q1 		$518K Buy
4,474
+200
+5% +$21.9K 0.03% 230
2014
Q4 		$432K Sell
4,274
-150
-3% -$15.2K 0.03% 252
2014
Q3 		$438K Buy
4,424
+22
+0.5% +$2.26K 0.03% 257
2014
Q2 		$469K Sell
4,402
-292
-6% -$29.3K 0.03% 243
2014
Q1 		$456K Sell
4,694
-14,900
-76% -$1.45M 0.03% 231
2013
Q4 		$2.03M Sell
19,594
-5,998
-23% -$636K 0.15% 143
2013
Q3 		$2.69M Buy
25,592
+329
+1% +$35.6K 0.22% 123
2013
Q2 		$2.61M Buy
+25,263
New +$2.57M 0.23% 122

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $552B AUM 44.19% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's SJM Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania increased its J.M. Smucker (SJM) stake by 1.4% in Q1 2020, buying an estimated $16K and bringing the position to 11,105 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #191.

Fiduciary Trust International of Pennsylvania first reported a position in SJM in Q2 2013 and has held it in 28 quarters since. The position peaked at $9.18M in Q2 2016. 758 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 11,105 shares of J.M. Smucker worth $1.23M as of Q1 2020.
  • Fiduciary Trust International of Pennsylvania bought 150 J.M. Smucker shares in Q1 2020, an estimated $16K.
  • J.M. Smucker made up 0.06% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #191 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in J.M. Smucker in Q2 2013 and has held it in 28 quarters since.
  • Fiduciary Trust International of Pennsylvania's J.M. Smucker position peaked at $9.18M in Q2 2016.
  • 758 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.