Fundsmith LLP
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Fundsmith LLP’s J.M. Smucker SJM Stock Holding History

Fundsmith LLP’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
-2,043,846
Closed -$240M – 19
2017
Q2 		$240M Sell
2,043,846
-1,570,720
-43% -$198M 2.52% 16
2017
Q1 		$474M Sell
3,614,566
-7,798
-0.2% -$1.06M 5.5% 11
2016
Q4 		$468M Sell
3,622,364
-1,534
-0% -$199K 6.16% 10
2016
Q3 		$488M Buy
3,623,898
+173,109
+5% +$25.4M 6.68% 5
2016
Q2 		$526M Buy
3,450,789
+1,399,810
+68% +$186M 8.33% 1
2016
Q1 		$266M Buy
2,050,979
+1,292,846
+171% +$163M 5.73% 10
2015
Q4 		$93.5M Buy
+758,133
New +$90.4M 2.35% 16

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 $1.9T AUM 41.92% 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 $530B AUM 22.01% 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
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fundsmith LLP's SJM Position: Q3 2017 in Review

Fundsmith LLP sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 2,043,846 shares — an estimated $240M sold.

Fundsmith LLP first reported a position in SJM in Q4 2015 and held it in 7 quarters. The position peaked at $526M in Q2 2016. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Fundsmith LLP reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • Fundsmith LLP sold 2,043,846 J.M. Smucker shares in Q3 2017, an estimated $240M.
  • Fundsmith LLP first reported a position in J.M. Smucker in Q4 2015 and held it in 7 quarters.
  • Fundsmith LLP's J.M. Smucker position peaked at $526M in Q2 2016.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Fundsmith LLP's 13F filing for Q3 2017, filed 14 Nov 2017.