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Lincoln Capital Corp’s J.M. Smucker SJM Stock Holding History

Lincoln Capital Corp’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
2017
Q4 		– Sell
-12,757
Closed -$1.39M – 53
2017
Q3 		$1.39M Sell
12,757
-2,754
-18% -$315K 1.24% 28
2017
Q2 		$1.83M Buy
+15,511
New +$1.96M 1.62% 26

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lincoln Capital Corp's SJM Position: Q4 2017 in Review

Lincoln Capital Corp sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 12,757 shares — an estimated $1.39M sold.

Lincoln Capital Corp first reported a position in SJM in Q2 2017 and held it in 2 quarters. The position peaked at $1.83M in Q2 2017. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Lincoln Capital Corp reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Lincoln Capital Corp sold 12,757 J.M. Smucker shares in Q4 2017, an estimated $1.39M.
  • Lincoln Capital Corp first reported a position in J.M. Smucker in Q2 2017 and held it in 2 quarters.
  • Lincoln Capital Corp's J.M. Smucker position peaked at $1.83M in Q2 2017.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Lincoln Capital Corp's 13F filing for Q4 2017, filed 6 Feb 2018.