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Gideon Capital Advisors’s J.M. Smucker SJM Stock Holding History

Gideon Capital Advisors’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
Q3 		– Sell
-28,018
Closed -$3.23M – 393
2019
Q2 		$3.23M Buy
+28,018
New +$3.42M 1.11% 12
2019
Q1 		– Sell
-22,799
Closed -$2.13M – 502
2018
Q4 		$2.13M Buy
22,799
+20,626
+949% +$2.15M 0.87% 15
2018
Q3 		$223K Buy
+2,173
New +$237K 0.11% 302
2017
Q3 		– Sell
-3,742
Closed -$443K – 369
2017
Q2 		$443K Sell
3,742
-3,060
-45% -$387K 0.49% 64
2017
Q1 		$892K Buy
6,802
+3,976
+141% +$540K 0.53% 25
2016
Q4 		$362K Buy
+2,826
New +$366K 0.23% 187
2016
Q1 		– Sell
-8,491
Closed -$1.05M – 225
2015
Q4 		$1.05M Buy
8,491
+2,671
+46% +$318K 0.76% 52
2015
Q3 		$664K Sell
5,820
-23,381
-80% -$2.61M 0.39% 100
2015
Q2 		$3.17M Buy
29,201
+25,194
+629% +$2.92M 1.31% 13
2015
Q1 		$464K Sell
4,007
-32,163
-89% -$3.53M 0.19% 155
2014
Q4 		$3.65M Buy
36,170
+30,073
+493% +$3.05M 1.72% 8
2014
Q3 		$604K Buy
+6,097
New +$626K 0.23% 132
2014
Q2 		– Sell
-2,440
Closed -$237K – 313
2014
Q1 		$237K Sell
2,440
-8,422
-78% -$819K 0.13% 178
2013
Q4 		$1.13M Buy
+10,862
New +$1.15M 0.67% 54

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Gideon Capital Advisors's SJM Position: Q3 2019 in Review

Gideon Capital Advisors sold out of J.M. Smucker (SJM) in Q3 2019, closing a stake of 28,018 shares — an estimated $3.23M sold.

Gideon Capital Advisors first reported a position in SJM in Q4 2013 and held it in 14 quarters. The position peaked at $3.65M in Q4 2014. 742 funds tracked by Wall St. Rank hold SJM as of Q3 2019.

  • Gideon Capital Advisors reported no remaining J.M. Smucker position as of Q3 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 28,018 J.M. Smucker shares in Q3 2019, an estimated $3.23M.
  • Gideon Capital Advisors first reported a position in J.M. Smucker in Q4 2013 and held it in 14 quarters.
  • Gideon Capital Advisors's J.M. Smucker position peaked at $3.65M in Q4 2014.
  • 742 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.