Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HIM
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
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close