HA
SJM icon

Heartland Advisors’s J.M. Smucker SJM Stock Holding History

Heartland 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
-31,764
Closed -$3.94M – 206
2018
Q1 		$3.94M Sell
31,764
-11,838
-27% -$1.48M 0.26% 149
2017
Q4 		$5.42M Buy
43,602
+195
+0.4% +$21.7K 0.35% 119
2017
Q3 		$4.55M Buy
+43,407
New +$4.96M 0.29% 136

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

Heartland Advisors's SJM Position: Q2 2018 in Review

Heartland Advisors sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 31,764 shares — an estimated $3.94M sold.

Heartland Advisors first reported a position in SJM in Q3 2017 and held it in 3 quarters. The position peaked at $5.42M in Q4 2017. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Heartland Advisors reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Heartland Advisors sold 31,764 J.M. Smucker shares in Q2 2018, an estimated $3.94M.
  • Heartland Advisors first reported a position in J.M. Smucker in Q3 2017 and held it in 3 quarters.
  • Heartland Advisors's J.M. Smucker position peaked at $5.42M in Q4 2017.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Heartland Advisors's 13F filing for Q2 2018, filed 2 Aug 2018.