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Liberty Mutual Group Asset Management’s J.M. Smucker SJM Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-4,541
Closed -$466K – 657
2018
Q3 		$466K Hold
4,541
– – 0.01% 775
2018
Q2 		$488K Buy
4,541
+14
+0.3% +$1.57K 0.01% 769
2018
Q1 		$561K Hold
4,527
– – 0.02% 669
2017
Q4 		$562K Sell
4,527
-281
-6% -$31.2K 0.02% 728
2017
Q3 		$505K Sell
4,808
-2,919
-38% -$333K 0.03% 760
2017
Q2 		$914K Buy
7,727
+1,736
+29% +$219K 0.04% 670
2017
Q1 		$785K Sell
5,991
-2,178
-27% -$296K 0.03% 744
2016
Q4 		$1.05M Sell
8,169
-589
-7% -$76.3K 0.04% 675
2016
Q3 		$1.19M Sell
8,758
-205
-2% -$30.1K 0.04% 581
2016
Q2 		$1.37M Buy
8,963
+1,737
+24% +$231K 0.05% 491
2016
Q1 		$938K Buy
7,226
+625
+9% +$78.8K 0.04% 634
2015
Q4 		$814K Sell
6,601
-6,706
-50% -$799K 0.03% 717
2015
Q3 		$1.52M Sell
13,307
-857
-6% -$95.6K 0.06% 586
2015
Q2 		$1.54M Sell
14,164
-4,485
-24% -$519K 0.05% 680
2015
Q1 		$2.16M Sell
18,649
-1,126
-6% -$123K 0.07% 490
2014
Q4 		$2M Buy
19,775
+3,026
+18% +$307K 0.06% 549
2014
Q3 		$1.66M Sell
16,749
-787
-4% -$80.8K 0.05% 627
2014
Q2 		$1.87M Buy
17,536
+732
+4% +$73.5K 0.06% 554
2014
Q1 		$1.63M Sell
16,804
-29,409
-64% -$2.86M 0.05% 638
2013
Q4 		$4.79M Sell
46,213
-8,435
-15% -$895K 0.17% 76
2013
Q3 		$5.74M Sell
54,648
-10,262
-16% -$1.11M 0.22% 61
2013
Q2 		$6.7M Buy
+64,910
New +$6.61M 0.26% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Mutual Group Asset Management's SJM Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 4,541 shares — an estimated $466K sold.

Liberty Mutual Group Asset Management first reported a position in SJM in Q2 2013 and held it in 22 quarters. The position peaked at $6.7M in Q2 2013. 756 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 4,541 J.M. Smucker shares in Q4 2018, an estimated $466K.
  • Liberty Mutual Group Asset Management first reported a position in J.M. Smucker in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's J.M. Smucker position peaked at $6.7M in Q2 2013.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.