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KDI Capital Partners’s J.M. Smucker SJM Stock Holding History

KDI Capital 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
2019
Q1 		– Sell
-13,734
Closed -$1.28M – 53
2018
Q4 		$1.28M Sell
13,734
-13
-0.1% -$1.36K 0.44% 37
2018
Q3 		$1.41M Sell
13,747
-44,063
-76% -$4.81M 0.45% 38
2018
Q2 		$6.21M Sell
57,810
-29,440
-34% -$3.31M 1.98% 25
2018
Q1 		$10.8M Buy
87,250
+17,423
+25% +$2.18M 3.53% 4
2017
Q4 		$8.68M Sell
69,827
-24,574
-26% -$2.73M 3.45% 8
2017
Q3 		$9.9M Buy
94,401
+4,297
+5% +$491K 3.31% 10
2017
Q2 		$10.7M Buy
90,104
+12,242
+16% +$1.55M 3.64% 6
2017
Q1 		$10.2M Buy
77,862
+4,139
+6% +$563K 3.5% 3
2016
Q4 		$9.44M Buy
+73,723
New +$9.55M 3.04% 16
2016
Q2 		– Sell
-1,600
Closed -$208K – 42
2016
Q1 		$208K Sell
1,600
-18,800
-92% -$2.37M 0.07% 36
2015
Q4 		$2.52M Sell
20,400
-5,600
-22% -$667K 0.75% 28
2015
Q3 		$2.97M Hold
26,000
– – 0.86% 26
2015
Q2 		$2.82M Hold
26,000
– – 0.76% 31
2015
Q1 		$3.01M Sell
26,000
-4,800
-16% -$526K 0.75% 35
2014
Q4 		$3.11M Buy
+30,800
New +$3.12M 0.77% 28
2014
Q3 		– Sell
-22,200
Closed -$2.37M – 39
2014
Q2 		$2.37M Sell
22,200
-10,800
-33% -$1.08M 0.61% 30
2014
Q1 		$3.21M Buy
33,000
+4,200
+15% +$408K 0.76% 29
2013
Q4 		$2.98M Buy
28,800
+20,300
+239% +$2.15M 0.73% 27
2013
Q3 		$893K Sell
8,500
-27,500
-76% -$2.98M 0.21% 42
2013
Q2 		$3.71M Buy
+36,000
New +$3.67M 0.91% 32

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

KDI Capital Partners's SJM Position: Q1 2019 in Review

KDI Capital Partners sold out of J.M. Smucker (SJM) in Q1 2019, closing a stake of 13,734 shares — an estimated $1.28M sold.

KDI Capital Partners first reported a position in SJM in Q2 2013 and held it in 20 quarters. The position peaked at $10.8M in Q1 2018. 808 funds tracked by Wall St. Rank hold SJM as of Q1 2019.

  • KDI Capital Partners reported no remaining J.M. Smucker position as of Q1 2019 after selling out during the quarter.
  • KDI Capital Partners sold 13,734 J.M. Smucker shares in Q1 2019, an estimated $1.28M.
  • KDI Capital Partners first reported a position in J.M. Smucker in Q2 2013 and held it in 20 quarters.
  • KDI Capital Partners's J.M. Smucker position peaked at $10.8M in Q1 2018.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2019.

Based on KDI Capital Partners's 13F filing for Q1 2019, filed 14 May 2019.