Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HPIA
Hamilton Point Investment Advisors’s
J.M. Smucker
SJM
Stock Holding History
Hamilton Point Investment 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
2018
Q2
–
Sell
-27,225
Closed
-$3.38M
–
73
2018
Q1
$3.38M
Buy
27,225
+995
+4%
+$124K
1.71%
26
2017
Q4
$3.26M
Buy
26,230
+457
+2%
+$50.8K
1.7%
24
2017
Q3
$2.7M
Buy
25,773
+104
+0.4%
+$11.9K
1.46%
28
2017
Q2
$3.04M
Sell
25,669
-268
-1%
-$33.9K
1.7%
22
2017
Q1
$3.4M
Buy
25,937
+490
+2%
+$66.6K
1.94%
17
2016
Q4
$3.26M
Buy
25,447
+40
+0.2%
+$5.18K
2.01%
16
2016
Q3
$3.44M
Buy
25,407
+569
+2%
+$83.5K
2.16%
14
2016
Q2
$3.79M
Buy
24,838
+53
+0.2%
+$7.05K
2.48%
7
2016
Q1
$3.22M
Sell
24,785
-357
-1%
-$45K
2.15%
16
2015
Q4
$3.1M
Buy
25,142
+1,209
+5%
+$144K
2.15%
13
2015
Q3
$2.73M
Buy
23,933
+1,780
+8%
+$198K
2.14%
15
2015
Q2
$2.4M
Buy
22,153
+265
+1%
+$30.7K
1.95%
18
2015
Q1
$2.53M
Buy
21,888
+715
+3%
+$78.4K
2.08%
18
2014
Q4
$2.14M
Buy
21,173
+415
+2%
+$42K
1.84%
22
2014
Q3
$2.06M
Buy
20,758
+103
+0.5%
+$10.6K
1.91%
23
2014
Q2
$2.2M
Sell
20,655
-365
-2%
-$36.6K
2.05%
21
2014
Q1
$2.04M
Buy
21,020
+455
+2%
+$44.2K
1.91%
25
2013
Q4
$2.13M
Buy
+20,565
New
+$2.18M
2.13%
17
Other funds holding SJM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close