FQ
SJM icon

First Quadrant’s J.M. Smucker SJM Stock Holding History

First Quadrant’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
Q1 		– Sell
-1,354
Closed -$173K – 841
2016
Q4 		$173K Sell
1,354
-3,880
-74% -$503K ﹤0.01% 656
2016
Q3 		$709K Buy
+5,234
New +$768K 0.02% 491
2015
Q4 		– Sell
-116
Closed -$13K – 830
2015
Q3 		$13K Hold
116
– – ﹤0.01% 759
2015
Q2 		$13K Hold
116
– – ﹤0.01% 755
2015
Q1 		$13K Hold
116
– – ﹤0.01% 724
2014
Q4 		$12K Hold
116
– – ﹤0.01% 734
2014
Q3 		$11K Sell
116
-81,300
-100% -$8.34M ﹤0.01% 768
2014
Q2 		$8.68M Buy
81,416
+81,300
+70,086% +$8.16M 0.19% 155
2014
Q1 		$11K Sell
116
-1
-0.9% -$97 ﹤0.01% 712
2013
Q4 		$12K Sell
117
-41,277
-100% -$4.38M ﹤0.01% 750
2013
Q3 		$4.35M Hold
41,394
– – 0.11% 206
2013
Q2 		$4.27M Buy
+41,394
New +$4.21M 0.11% 208

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return