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James Investment Research’s J.M. Smucker SJM Stock Holding History

James Investment Research’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
Q2 		– Sell
-6,604
Closed -$769K – 777
2019
Q1 		$769K Buy
+6,604
New +$690K 0.05% 264
2018
Q3 		– Sell
-17,340
Closed -$1.86M – 852
2018
Q2 		$1.86M Buy
+17,340
New +$1.95M 0.07% 401

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James Investment Research's SJM Position: Q2 2019 in Review

James Investment Research sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 6,604 shares — an estimated $769K sold.

James Investment Research first reported a position in SJM in Q2 2018 and held it in 2 quarters. The position peaked at $1.86M in Q2 2018. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

  • James Investment Research reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 6,604 J.M. Smucker shares in Q2 2019, an estimated $769K.
  • James Investment Research first reported a position in J.M. Smucker in Q2 2018 and held it in 2 quarters.
  • James Investment Research's J.M. Smucker position peaked at $1.86M in Q2 2018.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.