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Greenwood Gearhart’s J.M. Smucker SJM Stock Holding History

Greenwood Gearhart’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
-47,418
Closed -$5.88M – 69
2018
Q1 		$5.88M Sell
47,418
-4,607
-9% -$575K 1.79% 31
2017
Q4 		$6.46M Buy
52,025
+6,257
+14% +$695K 2.06% 25
2017
Q3 		$4.8M Buy
45,768
+3,267
+8% +$373K 1.73% 36
2017
Q2 		$5.03M Buy
42,501
+733
+2% +$92.6K 1.92% 32
2017
Q1 		$5.47M Buy
41,768
+2,313
+6% +$314K 2.05% 25
2016
Q4 		$5.05M Buy
39,455
+280
+0.7% +$36.3K 2.06% 23
2016
Q3 		$5.31M Sell
39,175
-478
-1% -$70.2K 2.18% 20
2016
Q2 		$6.04M Buy
39,653
+710
+2% +$94.4K 2.56% 7
2016
Q1 		$5.06M Buy
38,943
+885
+2% +$112K 2.18% 23
2015
Q4 		$4.69M Buy
38,058
+508
+1% +$60.5K 2.1% 24
2015
Q3 		$4.28M Buy
37,550
+2,960
+9% +$330K 2.04% 26
2015
Q2 		$3.75M Buy
34,590
+2,176
+7% +$252K 1.67% 42
2015
Q1 		$3.75M Buy
+32,414
New +$3.55M 1.63% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greenwood Gearhart's SJM Position: Q2 2018 in Review

Greenwood Gearhart sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 47,418 shares — an estimated $5.88M sold.

Greenwood Gearhart first reported a position in SJM in Q1 2015 and held it in 13 quarters. The position peaked at $6.46M in Q4 2017. 811 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Greenwood Gearhart reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Greenwood Gearhart sold 47,418 J.M. Smucker shares in Q2 2018, an estimated $5.88M.
  • Greenwood Gearhart first reported a position in J.M. Smucker in Q1 2015 and held it in 13 quarters.
  • Greenwood Gearhart's J.M. Smucker position peaked at $6.46M in Q4 2017.
  • 811 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Greenwood Gearhart's 13F filing for Q2 2018, filed 9 Aug 2018.