Foster Dykema Cabot & Co’s J.M. Smucker SJM Stock Holding History

Foster Dykema Cabot & Co’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	-5,803	Closed	-$604K	–	98
2019 Q4	$604K	Sell	5,803 -100	-2%	-$10.6K	0.08%	57
2019 Q3	$649K	Hold	5,903	–	–	0.1%	58
2019 Q2	$680K	Hold	5,903	–	–	0.1%	58
2019 Q1	$688K	Buy	5,903 +100	+2%	+$10.5K	0.11%	54
2018 Q4	$543K	Hold	5,803	–	–	0.1%	60
2018 Q3	$595K	Hold	5,803	–	–	0.1%	62
2018 Q2	$644K	Hold	5,803	–	–	0.11%	57
2018 Q1	$720K	Hold	5,803	–	–	0.12%	57
2017 Q4	$721K	Hold	5,803	–	–	0.12%	58
2017 Q3	$609K	Hold	5,803	–	–	0.11%	60
2017 Q2	$687K	Hold	5,803	–	–	0.12%	60
2017 Q1	$761K	Hold	5,803	–	–	0.14%	56
2016 Q4	$743K	Buy	+5,803	New	+$752K	0.14%	57

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Foster Dykema Cabot & Co's SJM Position: Q1 2020 in Review

Foster Dykema Cabot & Co sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 5,803 shares — an estimated $604K sold.

Foster Dykema Cabot & Co first reported a position in SJM in Q4 2016 and held it in 13 quarters. The position peaked at $761K in Q1 2017. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

Foster Dykema Cabot & Co reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
Foster Dykema Cabot & Co sold 5,803 J.M. Smucker shares in Q1 2020, an estimated $604K.
Foster Dykema Cabot & Co first reported a position in J.M. Smucker in Q4 2016 and held it in 13 quarters.
Foster Dykema Cabot & Co's J.M. Smucker position peaked at $761K in Q1 2017.
757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Foster Dykema Cabot & Co's 13F filing for Q1 2020, filed 6 May 2020.