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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
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 $3.37T AUM 44.26% 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

Hamilton Point Investment Advisors's SJM Position: Q2 2018 in Review

Hamilton Point Investment Advisors sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 27,225 shares — an estimated $3.38M sold.

Hamilton Point Investment Advisors first reported a position in SJM in Q4 2013 and held it in 18 quarters. The position peaked at $3.79M in Q2 2016. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Hamilton Point Investment Advisors reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 27,225 J.M. Smucker shares in Q2 2018, an estimated $3.38M.
  • Hamilton Point Investment Advisors first reported a position in J.M. Smucker in Q4 2013 and held it in 18 quarters.
  • Hamilton Point Investment Advisors's J.M. Smucker position peaked at $3.79M in Q2 2016.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.