JIM
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Jupiter Investment Management’s J.M. Smucker SJM Stock Holding History

Jupiter Investment 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
2015
Q1 		– Sell
-17,500
Closed -$1.77M – 411
2014
Q4 		$1.77M Sell
17,500
-5,100
-23% -$517K 0.06% 219
2014
Q3 		$2.24M Buy
+22,600
New +$2.32M 0.11% 159
2014
Q1 		– Sell
-10,400
Closed -$1.08M – 409
2013
Q4 		$1.08M Buy
+10,400
New +$1.1M 0.09% 219

Other funds holding SJM

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCP
Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Jupiter Investment Management's SJM Position: Q1 2015 in Review

Jupiter Investment Management sold out of J.M. Smucker (SJM) in Q1 2015, closing a stake of 17,500 shares — an estimated $1.77M sold.

Jupiter Investment Management first reported a position in SJM in Q4 2013 and held it in 3 quarters. The position peaked at $2.24M in Q3 2014. 630 funds tracked by Wall St. Rank hold SJM as of Q1 2015.

  • Jupiter Investment Management reported no remaining J.M. Smucker position as of Q1 2015 after selling out during the quarter.
  • Jupiter Investment Management sold 17,500 J.M. Smucker shares in Q1 2015, an estimated $1.77M.
  • Jupiter Investment Management first reported a position in J.M. Smucker in Q4 2013 and held it in 3 quarters.
  • Jupiter Investment Management's J.M. Smucker position peaked at $2.24M in Q3 2014.
  • 630 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2015.

Based on Jupiter Investment Management's 13F filing for Q1 2015, filed 13 May 2015.