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Girard Partners’s J.M. Smucker SJM Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-698
Closed -$71K – 724
2018
Q3 		$71K Buy
+698
New +$76.2K 0.01% 395
2016
Q3 		– Sell
-1,475
Closed -$225K – 207
2016
Q2 		$225K Sell
1,475
-140
-9% -$18.6K 0.09% 177
2016
Q1 		$210K Sell
1,615
-80
-5% -$10.1K 0.09% 173
2015
Q4 		$209K Buy
+1,695
New +$202K 0.1% 163

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Girard Partners's SJM Position: Q4 2018 in Review

Girard Partners sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 698 shares — an estimated $71K sold.

Girard Partners first reported a position in SJM in Q4 2015 and held it in 4 quarters. The position peaked at $225K in Q2 2016. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Girard Partners reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 698 J.M. Smucker shares in Q4 2018, an estimated $71K.
  • Girard Partners first reported a position in J.M. Smucker in Q4 2015 and held it in 4 quarters.
  • Girard Partners's J.M. Smucker position peaked at $225K in Q2 2016.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.