Laurel Grove Capital’s J.M. Smucker SJM Stock Holding History

Laurel Grove Capital’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 Q3	$723K	Buy	7,050 +300	+4%	+$32.8K	0.37%	62
2018 Q2	$725K	Buy	6,750 +4,250	+170%	+$477K	0.38%	62
2018 Q1	$310K	Buy	+2,500	New	+$312K	0.17%	86
2015 Q4	–	Sell	-2,400	Closed	-$274K	–	102
2015 Q3	$274K	Hold	2,400	–	–	0.16%	95
2015 Q2	$260K	Hold	2,400	–	–	0.14%	95
2015 Q1	$278K	Buy	+2,400	New	+$263K	0.15%	94

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Laurel Grove Capital's SJM Position: Q3 2018 in Review

Laurel Grove Capital increased its J.M. Smucker (SJM) stake by 4.4% in Q3 2018, buying an estimated $32.8K and bringing the position to 7,050 shares worth $723K. The position accounts for 0.37% of the portfolio, ranked #62.

Laurel Grove Capital first reported a position in SJM in Q1 2015 and has held it in 6 quarters since. The position peaked at $725K in Q2 2018. 795 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

Laurel Grove Capital held 7,050 shares of J.M. Smucker worth $723K as of Q3 2018.
Laurel Grove Capital bought 300 J.M. Smucker shares in Q3 2018, an estimated $32.8K.
J.M. Smucker made up 0.37% of Laurel Grove Capital's portfolio in Q3 2018, its #62 holding.
Laurel Grove Capital first reported a position in J.M. Smucker in Q1 2015 and has held it in 6 quarters since.
Laurel Grove Capital's J.M. Smucker position peaked at $725K in Q2 2018.
795 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Laurel Grove Capital's 13F filing for Q3 2018, filed 12 Oct 2018.