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Investment House LLC’s J.M. Smucker SJM Stock Holding History

Investment House LLC’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
2020
Q1 		– Sell
-1,950
Closed -$203K – 201
2019
Q4 		$203K Sell
1,950
-225
-10% -$23.8K 0.02% 211
2019
Q3 		$239K Sell
2,175
-50
-2% -$5.57K 0.02% 181
2019
Q2 		$256K Buy
2,225
+50
+2% +$6.11K 0.03% 172
2019
Q1 		$253K Hold
2,175
– – 0.03% 170
2018
Q4 		$203K Buy
2,175
+35
+2% +$3.65K 0.03% 168
2018
Q3 		$220K Sell
2,140
-225
-10% -$24.6K 0.02% 184
2018
Q2 		$254K Hold
2,365
– – 0.03% 176
2018
Q1 		$293K Buy
2,365
+50
+2% +$6.24K 0.04% 162
2017
Q4 		$288K Sell
2,315
-375
-14% -$41.7K 0.04% 168
2017
Q3 		$282K Sell
2,690
-1,940
-42% -$222K 0.04% 168
2017
Q2 		$548K Sell
4,630
-180
-4% -$22.7K 0.07% 139
2017
Q1 		$630K Sell
4,810
-50
-1% -$6.8K 0.09% 127
2016
Q4 		$622K Hold
4,860
– – 0.09% 123
2016
Q3 		$659K Buy
4,860
+295
+6% +$43.3K 0.1% 125
2016
Q2 		$696K Buy
4,565
+2,065
+83% +$275K 0.11% 118
2016
Q1 		$325K Buy
2,500
+400
+19% +$50.4K 0.05% 153
2015
Q4 		$259K Buy
2,100
+75
+4% +$8.94K 0.04% 151
2015
Q3 		$231K Hold
2,025
– – 0.04% 147
2015
Q2 		$219K Sell
2,025
-100
-5% -$11.6K 0.04% 157
2015
Q1 		$245K Hold
2,125
– – 0.04% 144
2014
Q4 		$215K Buy
2,125
+75
+4% +$7.6K 0.03% 153
2014
Q3 		$203K Buy
2,050
+150
+8% +$15.4K 0.03% 153
2014
Q2 		$202K Buy
+1,900
New +$191K 0.03% 152

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Investment House LLC's SJM Position: Q1 2020 in Review

Investment House LLC sold out of J.M. Smucker (SJM) in Q1 2020, closing a stake of 1,950 shares — an estimated $203K sold.

Investment House LLC first reported a position in SJM in Q2 2014 and held it in 23 quarters. The position peaked at $696K in Q2 2016. 757 funds tracked by Wall St. Rank hold SJM as of Q1 2020.

  • Investment House LLC reported no remaining J.M. Smucker position as of Q1 2020 after selling out during the quarter.
  • Investment House LLC sold 1,950 J.M. Smucker shares in Q1 2020, an estimated $203K.
  • Investment House LLC first reported a position in J.M. Smucker in Q2 2014 and held it in 23 quarters.
  • Investment House LLC's J.M. Smucker position peaked at $696K in Q2 2016.
  • 757 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2020.

Based on Investment House LLC's 13F filing for Q1 2020, filed 8 Apr 2020.