FIM
SJM icon

Foresters Investment Management’s J.M. Smucker SJM Stock Holding History

Foresters Investment Management’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
2018
Q3 		– Sell
-28,700
Closed -$3.08M – 408
2018
Q2 		$3.08M Buy
28,700
+300
+1% +$33.7K 0.05% 298
2018
Q1 		$3.52M Buy
28,400
+27,859
+5,150% +$3.48M 0.06% 293
2017
Q4 		$67K Buy
+541
New +$60.1K ﹤0.01% 578
2017
Q3 		– Sell
-790
Closed -$93K – 613
2017
Q2 		$93K Buy
+790
New +$99.8K ﹤0.01% 552

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Foresters Investment Management's SJM Position: Q3 2018 in Review

Foresters Investment Management sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 28,700 shares — an estimated $3.08M sold.

Foresters Investment Management first reported a position in SJM in Q2 2017 and held it in 4 quarters. The position peaked at $3.52M in Q1 2018. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • Foresters Investment Management reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 28,700 J.M. Smucker shares in Q3 2018, an estimated $3.08M.
  • Foresters Investment Management first reported a position in J.M. Smucker in Q2 2017 and held it in 4 quarters.
  • Foresters Investment Management's J.M. Smucker position peaked at $3.52M in Q1 2018.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.