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Hemenway Trust Hemenway Trust’s J.M. Smucker SJM Stock Holding History

Hemenway Trust Hemenway Trust’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
2019
Q2 		– Sell
-2,013
Closed -$235K – 132
2019
Q1 		$235K Sell
2,013
-26,298
-93% -$2.75M 0.04% 118
2018
Q4 		$2.65M Sell
28,311
-14,828
-34% -$1.55M 0.54% 46
2018
Q3 		$4.43M Sell
43,139
-5,292
-11% -$578K 0.75% 40
2018
Q2 		$5.21M Buy
48,431
+4,865
+11% +$546K 0.96% 34
2018
Q1 		$5.4M Buy
43,566
+56
+0.1% +$6.99K 1.03% 33
2017
Q4 		$5.41M Sell
43,510
-27,386
-39% -$3.04M 1.03% 33
2017
Q3 		$7.44M Buy
70,896
+5,506
+8% +$629K 1.55% 29
2017
Q2 		$7.74M Buy
65,390
+7,303
+13% +$923K 1.72% 26
2017
Q1 		$7.61M Buy
58,087
+31,234
+116% +$4.25M 1.75% 24
2016
Q4 		$3.44M Sell
26,853
-13
-0% -$1.69K 0.87% 40
2016
Q3 		$3.64M Hold
26,866
– – 0.91% 40
2016
Q2 		$4.09M Sell
26,866
-6,025
-18% -$801K 1.07% 39
2016
Q1 		$4.27M Hold
32,891
– – 1.15% 35
2015
Q4 		$4.06M Hold
32,891
– – 1.07% 38
2015
Q3 		$3.75M Buy
32,891
+400
+1% +$44.6K 1.04% 38
2015
Q2 		$3.52M Sell
32,491
-100
-0.3% -$11.6K 0.9% 42
2015
Q1 		$3.77M Buy
32,591
+100
+0.3% +$11K 0.99% 38
2014
Q4 		$3.28M Hold
32,491
– – 0.98% 41
2014
Q3 		$3.22M Buy
32,491
+50
+0.2% +$5.13K 1.01% 41
2014
Q2 		$3.46M Hold
32,441
– – 1.05% 43
2014
Q1 		$3.15M Sell
32,441
-102
-0.3% -$9.91K 0.99% 41
2013
Q4 		$3.37M Sell
32,543
-25
-0.1% -$2.65K 1.08% 39
2013
Q3 		$3.42M Hold
32,568
– – 1.28% 34
2013
Q2 		$3.36M Buy
+32,568
New +$3.32M 1.43% 32

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hemenway Trust Hemenway Trust's SJM Position: Q2 2019 in Review

Hemenway Trust Hemenway Trust sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 2,013 shares — an estimated $235K sold.

Hemenway Trust Hemenway Trust first reported a position in SJM in Q2 2013 and held it in 24 quarters. The position peaked at $7.74M in Q2 2017. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • Hemenway Trust Hemenway Trust reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • Hemenway Trust Hemenway Trust sold 2,013 J.M. Smucker shares in Q2 2019, an estimated $235K.
  • Hemenway Trust Hemenway Trust first reported a position in J.M. Smucker in Q2 2013 and held it in 24 quarters.
  • Hemenway Trust Hemenway Trust's J.M. Smucker position peaked at $7.74M in Q2 2017.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q2 2019, filed 24 Jul 2019.