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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 – 132
2018
Q4 		$290K Sell
3,100
-12,541
-80% -$1.31M 0.26% 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 0.81% 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Gargoyle Investment Advisor's SJM Position: Q1 2019 in Review

Gargoyle Investment Advisor sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 3,100 shares — an estimated $290K sold.

Gargoyle Investment Advisor first reported a position in SJM in Q1 2017 and held it in 8 quarters. The position peaked at $2.34M in Q1 2017. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • Gargoyle Investment Advisor reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 3,100 J.M. Smucker shares in Q1 2019, an estimated $290K.
  • Gargoyle Investment Advisor first reported a position in J.M. Smucker in Q1 2017 and held it in 8 quarters.
  • Gargoyle Investment Advisor's J.M. Smucker position peaked at $2.34M in Q1 2017.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on Gargoyle Investment Advisor's 13F filing for Q1 2019, filed 14 May 2019.