Hermes Investment Management’s J.M. Smucker SJM Stock Holding History

Hermes Investment Management’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	$837K	Sell	7,787 -525	-6%	-$59K	0.01%	188
2018 Q1	$1.03M	Buy	8,312 +1,325	+19%	+$165K	0.02%	179
2017 Q4	$868K	Buy	6,987 +700	+11%	+$77.8K	0.01%	187
2017 Q3	$660K	Buy	6,287 +1,090	+21%	+$125K	0.01%	184
2017 Q2	$615K	Buy	+5,197	New	+$657K	0.01%	178
2017 Q1	–	Sell	-4,700	Closed	-$602K	–	216
2016 Q4	$602K	Hold	4,700	–	–	0.01%	185
2016 Q3	$637K	Hold	4,700	–	–	0.01%	185
2016 Q2	$716K	Hold	4,700	–	–	0.01%	177
2016 Q1	$623K	Hold	4,700	–	–	0.01%	182
2015 Q4	$580K	Hold	4,700	–	–	0.01%	181
2015 Q3	$536K	Hold	4,700	–	–	0.01%	178
2015 Q2	$510K	Hold	4,700	–	–	0.01%	191
2015 Q1	$544K	Hold	4,700	–	–	0.01%	187
2014 Q4	$475K	Hold	4,700	–	–	0.01%	193
2014 Q3	$465K	Hold	4,700	–	–	0.01%	191
2014 Q2	$501K	Hold	4,700	–	–	0.01%	195
2014 Q1	$457K	Hold	4,700	–	–	0.01%	202
2013 Q4	$487K	Buy	4,700 +2,000	+74%	+$212K	0.01%	185
2013 Q3	$284K	Hold	2,700	–	–	0.01%	219
2013 Q2	$279K	Buy	+2,700	New	+$275K	0.01%	227

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hermes Investment Management's SJM Position: Q2 2018 in Review

Hermes Investment Management reduced its J.M. Smucker (SJM) stake by 6.3% in Q2 2018, selling an estimated $59K and leaving 7,787 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #188.

Hermes Investment Management first reported a position in SJM in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.03M in Q1 2018. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

Hermes Investment Management held 7,787 shares of J.M. Smucker worth $837K as of Q2 2018.
Hermes Investment Management sold 525 J.M. Smucker shares in Q2 2018, an estimated $59K.
J.M. Smucker made up 0.01% of Hermes Investment Management's portfolio in Q2 2018, its #188 holding.
Hermes Investment Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 20 quarters since.
Hermes Investment Management's J.M. Smucker position peaked at $1.03M in Q1 2018.
810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.