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Greenwood Capital Associates’s J.M. Smucker SJM Stock Holding History

Greenwood Capital Associates’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
Q2 		– Sell
-2,209
Closed -$274K – 225
2018
Q1 		$274K Buy
2,209
+292
+15% +$36.5K 0.07% 147
2017
Q4 		$238K Buy
+1,917
New +$213K 0.06% 180
2017
Q2 		– Sell
-1,550
Closed -$203K – 221
2017
Q1 		$203K Sell
1,550
-650
-30% -$88.3K 0.05% 195
2016
Q4 		$282K Buy
2,200
+180
+9% +$23.3K 0.08% 139
2016
Q3 		$274K Sell
2,020
-20
-1% -$2.94K 0.08% 127
2016
Q2 		$311K Sell
2,040
-990
-33% -$132K 0.1% 124
2016
Q1 		$393K Buy
3,030
+5
+0.2% +$630 0.12% 109
2015
Q4 		$373K Buy
+3,025
New +$361K 0.12% 103

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 $2.3T AUM 54.33% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Greenwood Capital Associates's SJM Position: Q2 2018 in Review

Greenwood Capital Associates sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 2,209 shares — an estimated $274K sold.

Greenwood Capital Associates first reported a position in SJM in Q4 2015 and held it in 8 quarters. The position peaked at $393K in Q1 2016. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Greenwood Capital Associates reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 2,209 J.M. Smucker shares in Q2 2018, an estimated $274K.
  • Greenwood Capital Associates first reported a position in J.M. Smucker in Q4 2015 and held it in 8 quarters.
  • Greenwood Capital Associates's J.M. Smucker position peaked at $393K in Q1 2016.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Greenwood Capital Associates's 13F filing for Q2 2018, filed 7 Aug 2018.