Isthmus Partners’s J.M. Smucker SJM Stock Holding History

Isthmus Partners’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	–	Sell	-365	Closed	-$37K	–	261
2018 Q3	$37K	Buy	+365	New	+$39.9K	0.01%	199

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Isthmus Partners's SJM Position: Q4 2018 in Review

Isthmus Partners sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 365 shares — an estimated $37K sold.

Isthmus Partners first reported a position in SJM in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 755 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

Isthmus Partners reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
Isthmus Partners sold 365 J.M. Smucker shares in Q4 2018, an estimated $37K.
Isthmus Partners first reported a position in J.M. Smucker in Q3 2018 and held it in 1 quarter.
Isthmus Partners's J.M. Smucker position peaked at $37K in Q3 2018.
755 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Isthmus Partners's 13F filing for Q4 2018, filed 4 Feb 2019.