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Ground Swell Capital’s J.M. Smucker SJM Stock Holding History

Ground Swell Capital’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
2014
Q3 		$31K Buy
318
+202
+174% +$20.7K 0.06% 361
2014
Q2 		$12K Buy
+116
New +$11.6K 0.02% 640

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Ground Swell Capital's SJM Position: Q3 2014 in Review

Ground Swell Capital increased its J.M. Smucker (SJM) stake by 174% in Q3 2014, buying an estimated $20.7K and bringing the position to 318 shares worth $31K. The position accounts for 0.06% of the portfolio, ranked #361.

Ground Swell Capital first reported a position in SJM in Q2 2014 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold SJM as of Q3 2014.

  • Ground Swell Capital held 318 shares of J.M. Smucker worth $31K as of Q3 2014.
  • Ground Swell Capital bought 202 J.M. Smucker shares in Q3 2014, an estimated $20.7K.
  • J.M. Smucker made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #361 holding.
  • Ground Swell Capital first reported a position in J.M. Smucker in Q2 2014 and has held it in 2 quarters since.
  • 597 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.