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Koch Industries’s J.M. Smucker SJM Stock Holding History

Koch Industries’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
Q2 		– Sell
-2,334
Closed -$289K – 533
2018
Q1 		$289K Sell
2,334
-1,180
-34% -$147K 0.03% 658
2017
Q4 		$437K Sell
3,514
-206
-6% -$22.9K 0.06% 298
2017
Q3 		$391K Sell
3,720
-467
-11% -$53.3K 0.09% 216
2017
Q2 		$495K Buy
+4,187
New +$529K 0.14% 139

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Koch Industries's SJM Position: Q2 2018 in Review

Koch Industries sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 2,334 shares — an estimated $289K sold.

Koch Industries first reported a position in SJM in Q2 2017 and held it in 4 quarters. The position peaked at $495K in Q2 2017. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

  • Koch Industries reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 2,334 J.M. Smucker shares in Q2 2018, an estimated $289K.
  • Koch Industries first reported a position in J.M. Smucker in Q2 2017 and held it in 4 quarters.
  • Koch Industries's J.M. Smucker position peaked at $495K in Q2 2017.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.