IDBONY
SJM icon

Israel Discount Bank of New York’s J.M. Smucker SJM Stock Holding History

Israel Discount Bank of New York’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
2017
Q2 		– Sell
-520
Closed -$68K – 438
2017
Q1 		$68K Hold
520
– – 0.06% 193
2016
Q4 		$67K Buy
+520
New +$67.4K 0.06% 209

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Israel Discount Bank of New York's SJM Position: Q2 2017 in Review

Israel Discount Bank of New York sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 520 shares — an estimated $68K sold.

Israel Discount Bank of New York first reported a position in SJM in Q4 2016 and held it in 2 quarters. The position peaked at $68K in Q1 2017. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • Israel Discount Bank of New York reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • Israel Discount Bank of New York sold 520 J.M. Smucker shares in Q2 2017, an estimated $68K.
  • Israel Discount Bank of New York first reported a position in J.M. Smucker in Q4 2016 and held it in 2 quarters.
  • Israel Discount Bank of New York's J.M. Smucker position peaked at $68K in Q1 2017.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Israel Discount Bank of New York's 13F filing for Q2 2017, filed 10 Aug 2017.