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Heritage Way Advisors’s J.M. Smucker SJM Stock Holding History

Heritage Way 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
Q1 		– Sell
-6,850
Closed -$851K – 63
2017
Q4 		$851K Sell
6,850
-2,175
-24% -$242K 0.64% 48
2017
Q3 		$947K Buy
+9,025
New +$1.03M 0.78% 47

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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

Heritage Way Advisors's SJM Position: Q1 2018 in Review

Heritage Way Advisors sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 6,850 shares — an estimated $851K sold.

Heritage Way Advisors first reported a position in SJM in Q3 2017 and held it in 2 quarters. The position peaked at $947K in Q3 2017. 810 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

  • Heritage Way Advisors reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
  • Heritage Way Advisors sold 6,850 J.M. Smucker shares in Q1 2018, an estimated $851K.
  • Heritage Way Advisors first reported a position in J.M. Smucker in Q3 2017 and held it in 2 quarters.
  • Heritage Way Advisors's J.M. Smucker position peaked at $947K in Q3 2017.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Heritage Way Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.