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IQ EQ Fund Management’s J.M. Smucker SJM Stock Holding History

IQ EQ Fund 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
Q4 		$1.05M Sell
11,258
-696
-6% -$72.7K 0.39% 81
2018
Q3 		$1.28M Sell
11,954
-4,059
-25% -$443K 0.35% 81
2018
Q2 		$1.72M Buy
+16,013
New +$1.8M 0.46% 60
2017
Q1 		$1.92M Sell
12,939
-41
-0.3% -$5.57K 0.36% 55
2016
Q4 		$1.91M Hold
12,980
– – 0.35% 55
2016
Q3 		$1.9M Buy
+12,980
New +$1.91M 0.35% 62

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IQ EQ Fund Management's SJM Position: Q4 2018 in Review

IQ EQ Fund Management reduced its J.M. Smucker (SJM) stake by 5.8% in Q4 2018, selling an estimated $72.7K and leaving 11,258 shares worth $1.05M. The position accounts for 0.39% of the portfolio, ranked #81.

IQ EQ Fund Management first reported a position in SJM in Q3 2016 and has held it in 6 quarters since. The position peaked at $1.92M in Q1 2017. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • IQ EQ Fund Management held 11,258 shares of J.M. Smucker worth $1.05M as of Q4 2018.
  • IQ EQ Fund Management sold 696 J.M. Smucker shares in Q4 2018, an estimated $72.7K.
  • J.M. Smucker made up 0.39% of IQ EQ Fund Management's portfolio in Q4 2018, its #81 holding.
  • IQ EQ Fund Management first reported a position in J.M. Smucker in Q3 2016 and has held it in 6 quarters since.
  • IQ EQ Fund Management's J.M. Smucker position peaked at $1.92M in Q1 2017.
  • 755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on IQ EQ Fund Management's 13F filing for Q4 2018, filed 13 Feb 2019.