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Gargoyle Investment Advisor’s J.M. Smucker SJM Stock Holding History

Gargoyle Investment Advisor’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
2019
Q1 		– Sell
-3,100
Closed -$290K – 136
2018
Q4 		$290K Sell
3,100
-12,541
-80% -$1.31M 0.27% 95
2018
Q3 		$1.6M Buy
15,641
+11,941
+323% +$1.3M 1.15% 47
2018
Q2 		$398K Buy
3,700
+600
+19% +$67.4K 0.22% 96
2018
Q1 		$384K Hold
3,100
– – 0.16% 116
2017
Q4 		$385K Sell
3,100
-17,848
-85% -$1.98M 0.15% 135
2017
Q3 		$2.2M Buy
20,948
+3,100
+17% +$354K 0.84% 58
2017
Q2 		$2.11M Hold
17,848
– – 0.83% 55
2017
Q1 		$2.34M Buy
+17,848
New +$2.43M 0.9% 49

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return