HWP
SJM icon

Hefty Wealth Partners’s J.M. Smucker SJM Stock Holding History

Hefty Wealth Partners’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
Q1 		$63K Hold
511
– – 0.04% 129
2017
Q4 		$63K Hold
511
– – 0.04% 129
2017
Q3 		$54K Hold
511
– – 0.04% 133
2017
Q2 		$60K Hold
511
– – 0.04% 119
2017
Q1 		$66K Hold
511
– – 0.05% 112
2016
Q4 		$65K Hold
511
– – 0.05% 105
2016
Q3 		$69K Hold
511
– – 0.05% 109
2016
Q2 		$77K Hold
511
– – 0.06% 94
2016
Q1 		$66K Sell
511
-5,603
-92% -$706K 0.06% 97
2015
Q4 		$754K Buy
+6,114
New +$729K 0.72% 45

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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

Hefty Wealth Partners's SJM Position: Q1 2018 in Review

Hefty Wealth Partners held its J.M. Smucker (SJM) position steady in Q1 2018 at 511 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #129.

Hefty Wealth Partners first reported a position in SJM in Q4 2015 and has held it in 10 quarters since. The position peaked at $754K in Q4 2015. 810 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

  • Hefty Wealth Partners held 511 shares of J.M. Smucker worth $63K as of Q1 2018.
  • Hefty Wealth Partners left its J.M. Smucker share count unchanged in Q1 2018.
  • J.M. Smucker made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #129 holding.
  • Hefty Wealth Partners first reported a position in J.M. Smucker in Q4 2015 and has held it in 10 quarters since.
  • Hefty Wealth Partners's J.M. Smucker position peaked at $754K in Q4 2015.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.