IA
SJM icon

Icon Advisers’s J.M. Smucker SJM Stock Holding History

Icon Advisers’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
Q4 		– Sell
-1,900
Closed -$209K – 298
2019
Q3 		$209K Sell
1,900
-1,500
-44% -$167K 0.03% 289
2019
Q2 		$392K Buy
+3,400
New +$415K 0.04% 279
2017
Q4 		– Sell
-2,600
Closed -$273K – 399
2017
Q3 		$273K Buy
+2,600
New +$297K 0.02% 363
2017
Q2 		– Sell
-6,400
Closed -$839K – 416
2017
Q1 		$839K Sell
6,400
-2,400
-27% -$326K 0.06% 295
2016
Q4 		$1.13M Hold
8,800
– – 0.08% 269
2016
Q3 		$1.19M Buy
+8,800
New +$1.29M 0.08% 273
2016
Q1 		– Sell
-4,300
Closed -$530K – 375
2015
Q4 		$530K Hold
4,300
– – 0.04% 305
2015
Q3 		$491K Hold
4,300
– – 0.03% 293
2015
Q2 		$466K Hold
4,300
– – 0.03% 302
2015
Q1 		$498K Hold
4,300
– – 0.03% 304
2014
Q4 		$434K Sell
4,300
-10,100
-70% -$1.02M 0.03% 297
2014
Q3 		$1.43M Sell
14,400
-3,000
-17% -$308K 0.08% 180
2014
Q2 		$1.85M Hold
17,400
– – 0.12% 151
2014
Q1 		$1.69M Buy
17,400
+1,600
+10% +$156K 0.12% 153
2013
Q4 		$1.64M Hold
15,800
– – 0.12% 145
2013
Q3 		$1.66M Sell
15,800
-3,300
-17% -$357K 0.13% 145
2013
Q2 		$1.97M Buy
+19,100
New +$1.94M 0.15% 148

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return